Recruit Wealth is representing a highly ambitious and fast-growing Financial Planning business in search for an experienced Administrator to join their Advice Operations team in their Lemaington Spa regional offices.
Opportunity
As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This fast-paced position is suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment.
Key Responsibilities
* Managing the end-to-end new business administration process
* Processing new business accurately and efficiently within agreed service standards
* Liaising with providers, solicitors, accountants and third parties
* Handling Letters of Authority and provider follow-ups
* Supporting Financial Planners with pipeline management and client servicing
* Maintaining accurate and compliant client records across internal systems
* Assisting with meeting preparation and ongoing client communications
* Managing incoming and outgoing correspondence and documentation
* Delivering exceptional client service via telephone and email
* Supporting process improvements and operational efficiencies across the business
Qualifications & Experience
* Previous experience within a Financial Planning, Wealth Management or wider Financial Services business
* Experience working in a Client Administrator, Financial Services Administrator or similar support role
* Strong organisational skills with excellent attention to detail
* The ability to manage multiple priorities within a busy environment
* Excellent communication and relationship-building skills
* A proactive and team-focused approach
* Good working knowledge of Microsoft Office and provider platforms & back-office systems
* Experience using back-office systems such as CURO would be advantageous, although training can be provided
Benefits
* 28 days holiday plus Bank Holidays, Death in Service, Private Medical Insurance, Group Income Protection, Employee Assistance Program, Medicash, Private Pension, Discretionary, up to 10% company annual bonus, Hybrid/Work from home, Full support for further professional qualifications
* Modern systems and technology-focused environment
* Supportive and collaborative culture
* Opportunities for progression and development
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