Senior Wealth Management Administrator

Client AdministratorLocation: Elstree, Hertfordshire Job Type: Full-Time, Office Based Hours: Monday to Friday, 9:00am – 5:00pm About the RoleWe are looking for a proactive and organised Client Administrator to join a busy financial planning team, supporting Financial Advisers in delivering an outstanding client experience. This is a varied role combining administration, client communication and basic paraplanning support. You'll play a key part in ensuring the advice process runs smoothly while building strong relationships with clients through excellent customer service. Key ResponsibilitiesClient Support • Prepare documentation and meeting packs for client meetings. • Process new business, client onboarding and ongoing administration. • Liaise with product providers regarding investments, pensions and protection policies. • Monitor and progress client cases from submission through to completion. Client Communication • Confidently make outbound calls to clients to arrange annual review meetings. • Contact clients to obtain outstanding information and documentation. • Follow up with prospective clients where appropriate. • Respond to client enquiries professionally, delivering excellent customer service. • Manage adviser diaries and schedule client appointments. Compliance & Administration • Maintain accurate client records and update CRM systems. • Ensure all work complies with FCA regulations and internal compliance procedures. • Support Consumer Duty requirements and attend relevant compliance training. Basic Paraplanning Support • Prepare annual review and fund switch reports. • Assist with new investment and pension cases, including regular contributions and lump sum investments. Team Support • Provide administrative support to colleagues as required. • Assist with training new team members and contribute to continuous process improvements. Skills & ExperienceEssential • Previous experience in an administrative role, ideally within Financial Services. • Excellent telephone and communication skills with confidence making outbound calls. • Strong organisational skills and exceptional attention to detail. • Outstanding customer service skills. • Ability to manage multiple priorities in a fast-paced environment. • Proficiency in Microsoft Office and CRM systems. Desirable • Previous experience within Financial Planning or Wealth Management. • Knowledge of pensions, investments and FCA regulations. • Experience using financial planning or back-office systems. Personal Attributes • Professional, proactive and well organised. • Confident communicator with a friendly and professional telephone manner. • Client-focused with excellent relationship-building skills. • Reliable, adaptable and able to work independently as well as part of a team. ApplyIf you feel this role would be a great fit for your skills and experience, we'd love to hear from you. Please apply today or get in touch to find out more about this opportunity.