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Office Administrator/ Coordinator

Wealth Planning Admin & IFA Support

Job in Cambridge, Cambridgeshire, CB21, England, UK
Listing for: JJ SEARCH LIMITED
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial services firm in Cambridge is seeking a Financial Planning Administrator to provide essential support in client service and financial planning. The successful candidate will coordinate client meetings, manage documentation, and be the primary point of contact for client and third-party queries. Ideal applicants should have a background in Financial Services Administration, experience with client management systems, and proficiency in Microsoft Word and Excel.

This role is crucial to the success of the financial planning team.
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