Join a Modern, Forward-Thinking Financial Planning Business!
Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Advice Operations team for their Lemaington Spa regional offices.
This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management.
You’ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business.
The 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 is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment.
The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence.
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
What We’re Looking For
We are keen to speak with individuals who have:
* 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.
Why Apply?
* Join a highly respected and growing Financial Planning business
* Work within a supportive and collaborative culture
* Genuine opportunities for progression and development
* Modern systems and technology-focused environment
* Be part of a business committed to delivering outstanding client outcomes
* Hybrid working
Benefits of joining the business:
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.
Apply Now
If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you.
To apply or find out more, please contact Recruit Wealth today