Wealth Administrator
Job description
Original text imported from Reed
Job Title: Wealth Planning Administrator
Location: Cambridge
Salary: £35,000 per annum
We are recruiting on behalf of a client seeking a highly organised and process-driven Wealth Planning Administrator to join their growing team in Cambridge. This is a fantastic opportunity to support financial planners and play a key role in delivering an efficient and compliant client experience.
This role is ideal for someone who thrives in a structured environment and takes pride in following processes to a high standard!
What you’ll be doing:
- Provide administrative support to financial planners and the wider team
- Prepare and process client documentation, including new business and reviews
- Maintain accurate client records and update internal systems
- Liaise with providers and clients to progress cases efficiently
- Ensure all tasks are completed in line with company processes and compliance standards
- Monitor workflows and ensure cases move smoothly through the pipeline
To succeed in the role you’ll be or have:
- Previous experience within financial services administration (wealth planning preferred)
- Highly process-driven with strong attention to detail
- Excellent organisational and time management skills
- Strong communication and client service abilities
- Ability to manage multiple tasks and deadlines efficiently
- A proactive and methodical approach to work
What’s on Offer
- Salary of £35,000
- Flexible working arrangements
- Opportunity to join a supportive and growing firm
- Career development within wealth management
- Collaborative and professional working environment
- Competitive benefits & wellbeing package, including private medical insurance, life assurance and income protection
How to Apply
If you are a detail-oriented and process-driven administrator with experience in financial services, please apply with your CV. Suitable candidates will be contacted for a confidential discussion.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your financial services administration experience prominently as this is specifically mentioned as essential
📊 Quantify your process improvements: "Streamlined client onboarding reducing processing time by 25%"
🌐 Emphasise your compliance knowledge and adherence to regulatory standards in wealth management
🎯 Showcase your experience with client documentation and new business processing workflows
🤝 Demonstrate your ability to liaise effectively with both providers and clients to progress cases
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Processed 150+ client documentation cases monthly for wealth planning team, maintaining 98% compliance rate with FCA standards
- •Streamlined new business workflows reducing average case processing time from 12 to 8 days through systematic pipeline management
- •Liaised with 25+ providers weekly to progress client cases, achieving 95% on-time completion rate for review documentation
Free to copy — tailoring requires a 30-sec CV upload.
Your cover letter is ready
We've drafted a cover letter for The Recruitment Experts. Preview the opening, then unlock the full personalised version.
Letter preview — tailored to The Recruitment Experts
Dear Hiring Manager,
Your Wealth Planning Administrator role at Cambridge perfectly aligns with my financial services administration background and passion for process-driven client support. My experience in client documentation processing and compliance management makes me ideally suited to support your financial planners and deliver the efficient client experience you're seeking.
My background in wealth management administration has equipped me with the methodical approach and attention to detail essential for maintaining accurate client records and progressing cases through complex workflows.
Free signup, no card needed. Export to PDF/Word requires a £1.99 trial (14 days).
Interview questions
10 questions generated from this advert.
Technical
- ›How do you ensure compliance when processing client documentation in wealth planning?
- ›What internal systems have you used for maintaining client records?
- ›How do you manage workflows and ensure cases progress through the pipeline efficiently?
- ›What experience do you have with new business processing in financial services?
- ›How do you stay updated with regulatory changes affecting wealth planning administration?
Behavioural
- ›Tell me about a time when you had to manage multiple urgent deadlines simultaneously
- ›Describe a situation where you identified a process improvement in your previous role
- ›Give an example of how you handled a difficult client interaction
- ›Tell me about a time when attention to detail prevented a significant error
- ›Describe how you prioritise tasks when supporting multiple financial planners
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time when you had to manage multiple urgent deadlines simultaneously
Describe a situation where you identified a process improvement in your previous role