Client Administrator (Wealth Management)

Location: London, United Kingdom. Full-time in the office during the 6-month probation period, followed by a hybrid schedule of 3 days in the office and 2 days working from home.

Company

Wealth management firm providing personalised investment management and financial planning advice.

What you will do

• Provide full administrative support to Financial Planners and work closely with aligned advisers.
• Build client relationships, maintain regular contact, and support positive client outcomes.
• Liaise with operational teams on scripts, transfers, corporate actions, and static data changes.
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records in line with company policies.

Requirements

• Proven experience in financial planning or wealth management.
• Experience in a client support or Financial Planner support role.
• 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, organisation, and client service skills.
• Ambition to develop a career in financial services and willingness to learn.

Culture & Benefits

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