At a Glance
- Tasks: Support financial advisers and clients through the financial planning process with efficient administration.
- Company: Join a growing financial planning team in a supportive and collaborative environment.
- Benefits: Enjoy competitive salary, 25 days' leave, hybrid working, and ongoing development opportunities.
- Other info: Build strong relationships while thriving in a dynamic office environment.
- Why this job: Make a real impact by delivering excellent service in a fast-paced, client-focused role.
- Qualifications: Previous admin experience in financial services and strong organisational skills required.
The predicted salary is between 38250 - 46750 £ per year.
Senior Client Administrator
Location
Altrincham, Cheshire
Salary
Competitive, depending on experience
Job Type
Full-time, Permanent
Hours
Monday to Friday, with flexibility on hours
Working Pattern
Hybrid working following successful completion of probation
The Role
We are looking for a proactive and highly organised
Senior Client Administrator to join a growing financial planning team.
You will play a key role in supporting Advisers and clients throughout the financial planning process, taking ownership of new business administration and ensuring applications are processed accurately, efficiently and within agreed timescales.
This is an excellent opportunity for someone who enjoys working in a fast-paced, client-focused environment and takes pride in delivering a high level of service.
Key Responsibilities
- Business Processing
- Process new investment, pension and protection applications.
- Monitor new business from submission through to completion.
- Liaise with providers and third parties to obtain updates and resolve outstanding requirements.
- Chase outstanding documentation, transfer requests and information to ensure cases progress efficiently.
- Keep Advisers and clients updated throughout the application process.
- Maintain accurate client records and CRM systems.
- Take ownership of the business pipeline and ensure cases are progressed efficiently.
- Client Administration
- Maintain accurate client information within CRM systems.
- Prepare client presentation packs and documentation for meetings and signatures.
- Maintain accurate electronic client records.
- Support Advisers with post-meeting administration and implementation of recommendations.
- Ensure documentation is processed accurately and in line with FCA requirements.
- Adviser & Client Support
- Arrange and support regular case review meetings with Advisers.
- Act as a key point of contact for Advisers, clients and providers.
- Provide professional and timely updates to clients.
- Build strong relationships with colleagues and external providers.
- General Administration
- Support the smooth running of the office.
- Assist with general office administration and stock management.
- Contribute to improvements in administrative processes.
- Provide wider administrative support as required.
About You
The successful candidate will ideally have
- Previous administration experience within financial services, wealth management or professional services.
- Excellent organisational skills and the ability to manage multiple priorities.
- Strong attention to detail and accuracy.
- Excellent written and verbal communication skills.
- A professional and confident telephone manner.
- Good Microsoft Office skills, including Outlook, Word, Excel and Teams.
- The ability to work proactively and independently while contributing positively to a team.
- A high level of integrity and commitment to confidentiality.
Desirable
- Experience using Salesforce or another CRM system.
- Knowledge of financial services administration and new business processing.
- Understanding of investments, pensions and protection products.
- Experience liaising with product providers and third parties.
About You
You will be a highly organised, proactive and client-focused individual who enjoys building strong relationships and delivering excellent service.
You will take ownership of your work, communicate confidently with Advisers and clients, and thrive in a busy environment where attention to detail is essential.
- What's on Offer
- Competitive salary
- 25 days' annual leave plus your birthday off
- Company pension scheme
- Life assurance
- Employee benefits and discounts
- Company social events
- Ongoing learning and development opportunities
- Hybrid working following successful completion of probation
- Supportive and collaborative team environment
If you are an experienced Financial Services Administrator looking for your next opportunity in the Altrincham area, we would be keen to hear from you.
Wealth Management Client Administrator in Altrincham employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Client Administrator in Altrincham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Artemis Recruitment Consultants Ltd Careers. You never know who might be your next boss or a crucial contact!
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Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Artemis Recruitment Consultants Ltd Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Artemis Recruitment Consultants Ltd Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Wealth Management Client Administrator in Altrincham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Artemis Recruitment Consultants Ltd Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Artemis Recruitment Consultants Ltd Careers how you can be a team player!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Artemis Recruitment Consultants Ltd Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Artemis Recruitment Consultants Ltd Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
