Client Administrator

Client Administrator Leamington Spa – On-site (Hybrid after probation) Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience. We are now looking for a Client Administrator to support the delivery of a high-quality, efficient, and client-focused service. What you’ll do: • Act as a key point of contact, providing a professional and personable service to clients • Support Financial Planners with the delivery of tailored financial advice • Manage client administration including documentation, valuations, and new business processing • Coordinate meetings, manage diaries, and maintain accurate client records • Contribute to a collaborative team focused on delivering exceptional client outcomes Why our client’s team? • Join a forward-thinking organisation with a strong reputation in financial planning • Work within a supportive, collaborative, and professional environment • Be part of a growing business with a clear vision and focus on client experience • Opportunity to develop your career within financial services What you’ll bring: • Experience within a client-focused or administrative role (financial services is preferred) • Strong organisational skills with the ability to manage multiple priorities • Excellent communication skills and professional telephone manner • High attention to detail and commitment to delivering quality service • Positive, proactive approach and team-oriented mindset What’s On Offer: • Competitive salary and annual bonus based on performance • Hybrid working after probation • Generous holiday allowance + bank holidays • Ongoing training, development, and career progression opportunities How to Apply Please submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.