Client Administrator (Wealth Management)

Location: Southampton, United Kingdom; office-based at Mountbatten House

Company

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

What you will do

• Provide administrative support to Investment Managers and help deliver positive client outcomes.
• Build client relationships, maintain regular contact, and encourage the use of digital portals and tools.
• Maintain client records and back-office systems in line with company policies and regulatory standards.
• Prepare meeting packs, valuations, business pitches, and presentations.
• Process cash transfers, foreign exchange transactions, new accounts, and client balance monitoring.
• Coordinate with operational teams and identify, report, and help mitigate risks, breaches, and errors.

Requirements

• Proven experience in wealth management and administrative work.
• Experience using XPlan.
• Strong client-service ethic with excellent communication, influencing, and organisational skills.
• Ability to work under pressure, prioritise tasks, and use judgement to propose solutions.
• Excellent standard of education; a degree is preferred but not essential.

Culture & Benefits

• Full-time employment with a competitive salary.
• Private medical insurance and life assurance.
• Pension contribution.
• Generous holiday allowance with the option to purchase additional holiday.
• Shared parental leave and an inclusive, supportive workplace with employee resource groups and diversity initiatives.
• Hybrid working may be available depending on the role.