Client Administrator

A fantastic opportunity to join a growing financial planning business, providing vital support to Financial Planners and helping deliver an exceptional service to clients. This role is ideal for an experienced Administrator from a financial planning, wealth management or IFA background who enjoys working in a fast-paced, client-focused environment.

You will support Financial Planners with all aspects of client administration, ensuring new business is processed efficiently and client records are maintained accurately.

• Processing new business applications across pensions, investments and protection
• Managing Letters of Authority and obtaining policy information from providers
• Liaising with providers, clients and third parties to progress cases
• Maintaining accurate client records and updating internal systems
• Preparing and issuing client documentation
• Providing updates on pipeline business to advisers
• Supporting advisers ahead of client meetings
• Handling client and provider enquiries by phone and email
• Ensuring all work is completed in line with compliance requirements
• Supporting process improvements and operational efficiencies

• Experience with in a financial planning, wealth management or IFA environment
• Previous administration experience
• Strong organisational skills and attention to detail
• Excellent communication skills
• Ability to manage multiple priorities effectively
• Proficient in Microsoft Office and back-office systems

• Competitive salary
• Annual bonus
• Private medical insurance
• Death in service cover
• Pension scheme
• Income protection
• Hybrid working
• 25 days annual leave plus bank holidays
• Ongoing training and development