Client Relations Senior Administrator Wealth Management
Hybrid North West | Up to £35,000 + Benefits
Are you an experienced financial services administrator looking to step up into a leadership-style role within a respected and growing wealth management firm? This is a fantastic opportunity to join a specialist Client Relations team, supporting advisers and clients while providing guidance and training to less experienced colleagues. You’ll play a key part in ensuring operational excellence, data accuracy, and first-class client service delivery.
The Role
As Client Relations Senior Administrator, you’ll be responsible for overseeing key administrative workflows within the team supporting colleagues, reviewing data, resolving queries, and ensuring service levels are consistently achieved.
Key Responsibilities
* Act as a point of contact for team members, offering daily support and guidance
* Organise and monitor workloads, ensuring tasks and deadlines are met
* Investigate and resolve complex client or data queries efficiently
* Maintain high levels of data integrity and quality control
* Support new and existing employees through training, upskilling, and mentoring
* Maintain accurate CRM and client files in line with company standards
* Assist with client communications including calls, emails, and meeting coordination
* Report regularly to the Client Relations Supervisor and Manager on progress, requirements, and challenges
* Contribute to continuous improvement across systems, processes, and service delivery
Skills & Experience Required
* Level 4 qualification in Financial Administration (CII, CISI or equivalent) desirable
* Previous experience in financial planning / wealth management administration (essential)
* Strong working knowledge of multiple investment platforms
* Minimum GCSE Grade 4 (C) in English and Maths
* Excellent understanding of the UK financial regulatory environment
* Confident communicator with strong written and verbal skills
* High attention to detail and strong organisational ability
* Positive, proactive, and collaborative working style
* Ability to coach, support, and motivate team members
Salary & Benefits
* Salary: Up to £35,000 (DOE)
* Pension: 4% employer contribution (salary sacrifice available)
* Holidays: 28 days + Bank Holidays (option to buy 5 more)
* Life Cover: 4x salary
* Sick Pay Scheme
* Hybrid Working: Blend of home and office-based work
If you’re an experienced Senior Administrator or Team Support Lead in financial planning and are passionate about client service, leadership, and operational excellence this could be your next move.
Apply today or get in touch for a confidential discussion about this opportunity.
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