Client Administrator

Location: Maidstone, United Kingdom. The role requires six months full-time in the office, then moves to a hybrid schedule of three office days and two work-from-home days after successful probation.

Company

Wealth management and financial planning services support clients with investment decisions, financial foundations, and long-term goals.

What you will do

• Provide administrative support to Financial Planners and maintain regular client contact.
• Maintain accurate client records and back-office systems in line with company policies.
• Process new accounts, fund switches, withdrawals, transfers, and other servicing activities.
• Request policy information from providers and coordinate with operational teams on transfers, corporate actions, and data changes.
• Prepare meeting packs, valuations, review packs, and portfolio documentation.
• Identify and report risks, breaches, and errors, and support mitigating actions and controls.

Requirements

• Experience supporting Financial Planners with investment and pension products, including ISAs, SIPPs, GIAs, bonds, and protection policies.
• Experience administering new business, fund switches, withdrawals, transfers, and servicing activities.
• Experience delivering high-quality client service and liaising with providers and clients.
• Excellent standard of education; a degree is preferred but not essential.
• Interest in pursuing additional professional qualifications.
• Ability to work full-time in the Maidstone office for the first six months and then follow the hybrid schedule after probation.

Culture & Benefits

• Private medical insurance and life assurance.
• Pension contribution and generous holiday package.
• Option to purchase additional holiday and shared parental leave.
• Inclusive and supportive workplace with employee resource groups and diversity, equity, and inclusion initiatives.
• Reasonable adjustments are available throughout the application process.