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For Companies At a Glance
- Tasks: Support Financial Planners and ensure a smooth client journey in wealth management.
- Company: Join a trusted, independent wealth management firm with nearly 40 years of experience.
- Benefits: Enjoy hybrid working, 23 days holiday, private medical insurance, and career development support.
- Why this job: Be part of a values-driven team that prioritises client outcomes and your career growth.
- Qualifications: Strong organisational skills and IT proficiency; financial services experience is a plus.
- Other info: Flexible working options available for appointments and a supportive work culture.
The predicted salary is between 30000 - 35000 £ per year.
Client Support Administrator – Wealth Management
Location: Leicester | Salary: £30,000–£35,000 DOE | Hybrid Working | Full-Time
Are you an experienced Financial Services Administrator looking for a new opportunity in a purpose-led business that truly values client outcomes? We’re working with a long-established, independent wealth management firm that has been enriching lives for almost 40 years. Built on values of trust, clarity, and client-centred excellence, they pride themselves on delivering high-quality financial advice and service, underpinned by a collaborative and values-driven team culture.
The Opportunity:
As Client Support Administrator, you’ll play a critical role in supporting Financial Planners and ensuring a smooth, compliant client journey from start to finish. You’ll be the first point of contact for clients and providers, and a vital link between the advisory and back-office functions. This is a great opportunity for someone who thrives in a detail-focused, client-driven environment—and who’s looking for a firm that will support their long-term career development.
Key Responsibilities:
- Process new business applications and liaise with product providers to ensure accuracy
- Support client review preparation, valuations, and servicing
- Maintain client data across platforms and ensure regulatory compliance
- Provide high-quality administrative support post-meeting
- Assist with suitability reports, cashflow planning, and use of client portals
- Contribute to ongoing improvements, business projects, and system upgrades
About You:
Essential:
- Strong organisational skills with the ability to manage deadlines and priorities
- Confident IT user with excellent accuracy and attention to detail
- Excellent communication and relationship-building skills
Desirable:
- Experience in a Financial Planning or Wealth Management firm
- Certificate in Financial Administration (or equivalent)
- Familiarity with Intelliflo Office or Openwork's ConcertHub
What’s on Offer:
- Salary: £30,000–£35,000 depending on experience
- Hybrid Working: 1 day WFH + flexible working for appointments
- Holiday: 23 days + bank holidays (with holiday purchase scheme)
- Private Medical Insurance (after probation)
- Pension: 5% employer contribution via salary exchange
- Career Development: Funded qualifications and study support
- Staff Discounts & Referral Scheme
If you’re ready to join a firm that genuinely puts clients and staff at the heart of what they do, this could be the role for you. Apply now or reach out for a confidential conversation.
Wealth Administrator employer: Freedom Recruitment Capital
Contact Detail:
Freedom Recruitment Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Administrator
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Intelliflo Office or Openwork's ConcertHub. Having a solid understanding of these tools can give you an edge during the interview process.
✨Tip Number 2
Highlight your organisational skills and ability to manage deadlines in your conversations. Prepare examples from your past experiences that demonstrate how you've successfully handled multiple tasks while maintaining attention to detail.
✨Tip Number 3
Research the company’s values and client-centric approach. Be ready to discuss how your personal values align with theirs and how you can contribute to their mission of delivering high-quality financial advice.
✨Tip Number 4
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with others who may provide insights or referrals for the position.
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise your organisational skills, attention to detail, and any experience with client support or wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client outcomes and your understanding of the wealth management sector. Mention specific skills that align with the job description, such as your ability to manage deadlines and build relationships.
Highlight Relevant Qualifications: If you have a Certificate in Financial Administration or similar qualifications, make sure to mention these prominently. Also, include any familiarity with tools like Intelliflo Office or Openwork's ConcertHub, as these are desirable for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Freedom Recruitment Capital
✨Showcase Your Organisational Skills
As a Wealth Administrator, strong organisational skills are essential. Be prepared to discuss specific examples of how you've managed deadlines and prioritised tasks in previous roles. This will demonstrate your ability to thrive in a detail-focused environment.
✨Demonstrate IT Proficiency
Since the role requires confident IT usage, make sure to highlight your experience with relevant software, especially if you have familiarity with Intelliflo Office or similar platforms. Discuss any specific tools you've used to maintain client data and ensure compliance.
✨Emphasise Communication Skills
Excellent communication and relationship-building skills are crucial for this position. Prepare to share examples of how you've effectively communicated with clients and colleagues, particularly in resolving issues or providing support post-meeting.
✨Align with Company Values
The firm values trust, clarity, and client-centred excellence. Research these values and think about how your personal values align with them. Be ready to articulate why you want to work for a purpose-led business and how you can contribute to their mission.
