Job description
Overview
We are seeking a highly organised and detail-oriented Client Wealth Administrator to support the delivery of exceptional financial planning services. This is a great opportunity to join a growing, client-focused business that values professionalism, trust, and long-term relationships.
As part of a small and collaborative team, you'll play a key role in ensuring that both advisers and clients are supported to the highest standards across the full financial advice process.
Key Responsibilities
1. Provide administrative support across the full client life-cycle, including on-boarding, annual reviews, and new business processing
2. Maintain accurate and compliant client records using internal CRM and financial planning systems
3. Liaise with clients, providers, and internal teams to support timely delivery of documentation and information
4. Prepare and process applications for pensions, investments, protection, and other financial planning products
5. Assist with producing client reports and supporting documentation for adviser meetings
6. Ensure that all actions taken are logged, followed up, and completed to meet internal service levels and regulatory standards
7. Respond to ad hoc client and adviser queries with professionalism and attention to detail
8. Maintain an up-to-date understanding of compliance and regulatory requirements, supporting best practice across the team
About You
9. Proven experience in a financial planning, wealth management, or professional services environment
10. Confident handling client data and documentation with a high degree of accuracy
11. Strong communication and interpersonal skills, with a professional and courteous manner
12. Able to manage multiple tasks and prioritise workload effectively
13. Comfortable working independently as well as part of a close-knit team
14. Familiarity with platforms such as Intelligent Office or similar back-office systems is advantageous
15. A commitment to continuous learning and development
What's on Offer
16. A supportive and collaborative team culture
17. Flexible hybrid working arrangements
18. Career progression opportunities within a growing organisation
19. Full training and professional development support
20. A competitive benefits package including private medical insurance, income protection, and death-in-service cover
If you are looking to join a values-led business where your contribution makes a real difference to clients and the wider team, we'd love to hear from you.