Client Administrator - Remote Financial Planning Support
Remote / Online - Candidates ideally in
Chester, Cheshire, CH1, England, UK
Listed on 2026-07-13
Chester, Cheshire, CH1, England, UK
Listing for:
atomos wealth
Remote/Work from Home
position Listed on 2026-07-13
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
atomos wealth in Chester is seeking a highly organised Client Administrator to support Financial Planners by managing the administrative foundations of high‑quality financial advice. You will help planners focus on building client relationships while ensuring all client administration runs smoothly and on time.
The role involves keeping client reviews supported by suitability reports, maintaining the CRM, and coordinating annual reviews with timely meeting packs.
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