Wealth Management Admin & Client Support Lead
Listed on 2026-10-16
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Administrative/Clerical
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.
This opening is for the Wealth Management Admin & Client Support Lead role at Confidential.
Join us at Confidential as our next Wealth Management Admin & Client Support Lead in Cambridge, England, United Kingdom.
We are currently recruiting a Wealth Management Admin & Client Support Lead for our team in Cambridge, England, United Kingdom.
This is a genuine opening to take on the Wealth Management Admin & Client Support Lead role at Confidential.
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