Wealth Management Admin & Client Support Lead in Cambridge

Wealth Management Admin & Client Support Lead in Cambridge

Cambridge Full-Time No working from home possible
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Confidential in Cambridge is seeking an Administration and Client Support professional to join a holistic Wealth Management firm serving high‑net‑worth clients. You will provide full administrative support to a Senior Consultant and Paraplanner, handling new business administration and client reviews.

You will manage complex client cases, liaise with providers, submit business to relevant parties, and ensure compliance.

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Wealth Management Admin & Client Support Lead in Cambridge employer: Confidential

As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.

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Contact Details:

Confidential Recruitment Team