Wealth Administrator

Client Support Administrator – Wealth Management 📍 Leicester | 💰 £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