Job Title: Wealth Planning AdministratorLocation: CambridgeSalary: £30,000We are looking for a data-driven and customer-focused Wealth Planning Administrator to provide crucial technical and operational support to our client''s team of IFAs and Paraplanners in their Cambridge office.You will be responsible for maintaining client files, processing new business data, and ensuring compliance. You will also prepare review packs, manage provider communications, undertake data entry, and above-all deliver a high-quality client service.What you''ll be doing:Client Administration: Preparing for client reviews, producing valuations, and drafting correspondenceNew Business Processing: Processing applications for pensions, investments, and protection products from submission to completionData and Compliance: Maintaining accurate records on systems and ensuring compliance with regulatory and GDPR standardsProvider Liaison: Communicating with product providers to obtain policy information, illustrations, and updatesSupport: Scheduling client meetings, managing adviser diaries, and answering client queriesTo succeed in the role you''ll be or have:Experience: Previous experience within a financial planning, IFA, or wealth management firm is requiredKnowledge: Understanding of financial products (pensions, ISA, investments) and the compliance environmentTechnical Skills: Proficiency in IT systems such as CRM tools and MS OfficeThis is an amazing opportunity for someone who is highly organise