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About the Role
The Client Administrator will join the Client Admin Financial Planning team to provide comprehensive administrative support to Financial Planners while building strong client relationships to ensure a positive experience.
Responsibilities
- Work closely with aligned Financial Planners to deliver excellent client outcomes
- Build and maintain regular contact with clients
- Liaise with operational teams regarding scripts, transfers, corporate actions, and static data changes
- Prepare meeting packs and valuations as required
- Maintain back-office systems and client records in accordance with company policies
Requirements
- Proven experience in Financial Planning or Wealth Management
- Experience in a client support or financial planner support role
- Strong knowledge of financial products including ISAs, SIPPs, Pensions, Investments, and Bonds
- Ambition to build a career within a financial services firm
- Strong client service ethic
- Excellent verbal and written communication skills
- Ability to plan workload and demonstrate strong organizational skills
Skills
- Client relationship management
- Administrative support
- Financial product knowledge
- Workload planning
- Organizational skills
- Communication
Location
- London
Work Type
- Full-time
- Hybrid
- Onsite during 6-month probation
Salary/Compensations
- Competitive salary
Benefits
- Structured training program
- Support for continuous professional development and qualifications
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
About the Company
- UK leader in wealth management
- Provides personalized investment management and financial planning advice
- Committed to placing the power of good advice into more hands
Equal Opportunity
- Committed to providing a workspace where all colleagues feel respected and can achieve their full potential
- Values a diverse workforce representative of society and clients
- Maintains active employee resource groups and diversity, equity, and inclusion initiatives
- Happy to make reasonable adjustments to accommodate needs throughout the application process