Senior Wealth Management Administrator

Location: Elstree, Hertfordshire

Job Type: Full-Time, Office Based

Hours: Monday to Friday, 9:00am – 5:00pm

We are looking for a proactive and organised Client Administrator to join a busy financial planning team, supporting Financial Advisers in delivering an outstanding client experience.

This is a varied role combining administration, client communication and basic paraplanning support. You'll play a key part in ensuring the advice process runs smoothly while building strong relationships with clients through excellent customer service.

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• Prepare documentation and meeting packs for client meetings.
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• Process new business, client onboarding and ongoing administration.
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• Liaise with product providers regarding investments, pensions and protection policies.
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• Monitor and progress client cases from submission through to completion.
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• Confidently make outbound calls to clients to arrange annual review meetings.
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• Contact clients to obtain outstanding information and documentation.
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• Follow up with prospective clients where appropriate.
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• Respond to client enquiries professionally, delivering excellent customer service.
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• Manage adviser diaries and schedule client appointments.
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• Maintain accurate client records and update CRM systems.
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• Ensure all work complies with FCA regulations and internal compliance procedures.
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• Support Consumer Duty requirements and attend relevant compliance training.
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• Prepare annual review and fund switch reports.
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• Assist with new investment and pension cases, including regular contributions and lump sum investments.
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• Provide administrative support to colleagues as required.
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• Assist with training new team members and contribute to continuous process improvements.
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• Previous experience in an administrative role, ideally within Financial Services.
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• Excellent telephone and communication skills with confidence making outbound calls.
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• Strong organisational skills and exceptional attention to detail.
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• Outstanding customer service skills.
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• Ability to manage multiple priorities in a fast-paced environment.
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• Proficiency in Microsoft Office and CRM systems.
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• Previous experience within Financial Planning or Wealth Management.
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• Knowledge of pensions, investments and FCA regulations.
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• Experience using financial planning or back-office systems.
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• Professional, proactive and well organised.
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• Confident communicator with a friendly and professional telephone manner.
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• Client-focused with excellent relationship-building skills.
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• Reliable, adaptable and able to work independently as well as part of a team.
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If you feel this role would be a great fit for your skills and experience, we'd love to hear from you. Please apply today or get in touch to find out more about this opportunity.