Client Administrator (Wealth Management)

Location: London, United Kingdom. Full-time in-office attendance is required during the six-month probation period, followed by a hybrid pattern of three days in the office and two days working from home.

Company

hirify.global provides wealth management, investment management, and financial planning advice to clients in the United Kingdom.

What you will do

• Provide full administrative support to Financial Planners within the Client Administration Financial Planning team.
• Build and maintain relationships with clients through regular contact and strong client service.
• Coordinate with operational teams on scripts, transfers, corporate actions, and static data changes where required.
• Prepare meeting packs and valuations.
• Maintain back-office systems and client records in line with company policies.

Requirements

• Proven experience in financial planning or wealth management.
• Experience in client support or Financial Planner support roles.
• Strong knowledge of ISAs, SIPPs, pensions, investments, bonds, and other financial products.
• Strong verbal and written communication skills with the ability to build relationships.
• Excellent workload planning and organisational skills, with a strong client-service ethic.
• Willingness to learn, study, and develop a career in financial services.

Culture & Benefits

• Structured training and competency support for personal and professional development.
• Opportunities to study for qualifications and collaborate with experienced Investment Managers and Financial Advisers.
• Private medical insurance, life assurance, and pension contributions.
• Generous holiday allowance with the option to purchase additional holiday.
• Shared parental leave and an inclusive, supportive workplace with active employee resource groups.