Financial Services Client Administrator
Melksham | £28,000 - £35,000 DOE

A growing and well-established financial planning firm is seeking a Client Administrator to join its friendly and collaborative team.

This opportunity would suit someone who enjoys working in a professional, client-focused environment and takes pride in delivering an exceptional standard of administration and support. You'll play a key role in helping advisers and clients throughout the financial planning journey, ensuring processes run smoothly and service standards remain high.

The business offers a genuinely flexible approach to work, ongoing professional development and the opportunity to become an integral part of a close-knit team.

The Role

Working alongside advisers and support staff, you'll be responsible for coordinating a broad range of client and administrative activities across the financial planning process.

Key Duties

• Supporting advisers with the preparation and completion of client recommendations and financial planning transactions.
• Acting as a central point of contact for clients, providers and third parties.
• Monitoring workflow pipelines and ensuring client requests are progressed efficiently.
• Gathering information from external organisations to support client reviews and recommendations.
• Preparing documentation and correspondence for new and existing clients.
• Managing updates to client records and maintaining data accuracy across company systems.
• Assisting with account amendments, investment instructions and policy servicing requests.
• Supporting compliance and regulatory procedures throughout the client journey.
• Delivering timely updates to clients and colleagues on outstanding actions and progress.
• Working collaboratively to identify opportunities for greater efficiency and service improvements.

About You

We're keen to speak with individuals who have experience working within a regulated financial services environment and can demonstrate strong organisational and communication skills.

You'll ideally have:

• Previous experience supporting financial advisers, wealth managers or financial planners.
• Strong administrative, coordination and client relationship skills.
• The ability to manage multiple tasks and deadlines simultaneously.
• Excellent attention to detail and commitment to accuracy.
• A professional and client-focused approach.
• Confidence communicating with a variety of stakeholders.
• Experience using business systems, provider platforms and Microsoft Office applications.

Desirable Experience

• Exposure to investment, retirement planning or protection products.
• Previous experience within wealth management or independent financial advice.
• Experience using back-office or client management systems.
• A desire to continue developing your knowledge within financial services.

Salary and Benefits

• £28,000 - £35,000 depending on experience.
• Flexible working arrangements.
• Hybrid working opportunities.
• 25 days holiday plus bank holidays.
• Additional birthday leave.
• 5% employer pension contribution.
• Life assurance benefit.
• Funded professional qualifications and training support.
• Enhanced family-friendly policies.
• Free parking.
• Full-time position, with part-time applications considered for the right candidate.

Interested?

If you're an organised administrator with experience in financial services and enjoy building strong client relationships whilst keeping processes running smoothly, we'd love to hear from you.

Whether your experience has been gained within wealth management, pensions, banking, insurance or another regulated professional services environment, this could be an excellent next step in your career.

INDHP