Financial Planning Client Administrator

Location: Exeter, United Kingdom — Sterling Court office

Company

UK wealth management firm providing investment management and financial planning advice to private clients.

What you will do

• Provide administrative support to Financial Planners and coordinate with operational colleagues.
• Build client relationships, maintain regular contact, and support positive client outcomes.
• Maintain client records and back-office systems in line with company policies.
• Prepare meeting packs and valuations, request policy information, and coordinate operational activities.
• Set up new accounts, collate AML documentation, process business, and manage the pipeline.
• Identify and report risks, breaches, and errors, while supporting the use of client portals and digital tools.

Requirements

• Experience in financial planning or the wealth management industry.
• High-level administrative experience and a strong client-service ethic.
• Excellent communication, organisational, influencing, and prioritisation skills.
• Ability to work under pressure and use judgement to propose solutions.
• Strong educational background; a degree is preferred but not essential.
• Interest in further professional qualifications and development.

Culture & Benefits

• Full-time employment with a benefits package including private medical insurance, life assurance, and pension contributions.
• Generous holiday allowance with the option to purchase additional holiday.
• Hybrid working may be available depending on the role.
• Shared parental leave and support for reasonable workplace adjustments.
• Inclusive workplace with employee resource groups and diversity, equity, and inclusion initiatives.