Administrator – with a client onboarding focus
HC Wealth Management
Bagshot, Surrey | Hybrid (2 days office / 3 days home)
£25,000 – £35,000 (flexible for the right experience)
Full-time | Permanent
The Opportunity
HC Wealth Management is a professional, accredited financial planning firm where client experience genuinely matters. We're looking for an Administrator to take full ownership of the process of bringing new clients into the business.
You'll be the person who runs onboarding end to end, making sure every new client feels looked after, informed, and confident — all delivered with warmth, clarity, and serious efficiency.
This role will suit those who are experienced IFA or financial planning administrators as well as those from other backgrounds, such as hospitality, who have the people and client service skills required for this role.
The Role
Once a client has agreed to proceed (handled by the Managing Director), you take over.
You'll:
* Own the entire onboarding journey from the initial enquiry to ongoing service
* Keep everything moving smoothly, accurately and on time
* Be the calm, friendly point of contact clients rely on
* Keep the client informed every step of the way and be there as a support
* Be trusted to spot gaps, suggest improvements and refine processes
This is a role for someone who enjoys taking responsibility, staying organised, and continuously improving how things are done.
What you'll be doing
* Managing all new client onboarding administration, including preparing documentation and updating client records
* Guiding clients clearly through each key stage
* Anticipating questions or issues and dealing with them proactively
* Ensuring onboarding is compliant, accurate and efficient
* Suggesting and helping implement better, smarter ways of working
* Supporting the wider team with general administration when required
* Liaising with various providers covering a range of products to obtain, collate and identify missing information.
What we're looking for
You may already be working in financial planning, or you might come from hospitality, customer service, administration, or another people-focused role. What matters is that you are:
* Naturally warm, calm, and professional
* Exceptionally organised and detail-focused
* Proactive and comfortable taking ownership
* Curious to learn and build knowledge within financial services and technology
* Someone who enjoys improving systems, not just following them
Theres genuine scope here to progress within the company and you will be fully supported.
What's in it for you?
* Company pension
* Income protection
* Death in service cover
* 25 days holiday plus bank holidays
* Flexible working and flexible appointments
* Enhanced maternity/paternity Leave
* Birthdays off (if a working day)
* Hybrid working for better work-life balance
* A supportive, approachable leadership team
* Real autonomy and trust in your role
* Clear opportunities to learn, develop and progress
Interested?
HC Wealth Management is partnering with Recruitment Rebellion Limited to recruit for this role.
Applications are reviewed on a rolling basis and may close early once the right person is found.
To apply:
* You must have the right to work in the UK
* Your CV should clearly show relevant experience
Were committed to a fair and inclusive process. If you need any adjustments, just let us know.
Only shortlisted candidates will be contacted.