At a Glance
- Tasks: Support Advisers and clients in 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 27000 - 33000 £ 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.
#J-18808-Ljbffr
Wealth Management Client Administrator in Altrincham employer: Artemis Recruitment Consultants Ltd
Join a leading financial advisory firm in Glasgow, where you will thrive in a supportive and collaborative environment dedicated to your professional growth. With an established client portfolio and a commitment to high-quality financial advice, you'll enjoy competitive benefits including a generous salary, discretionary bonuses, and opportunities for career advancement. Experience a workplace that values strong client relationships and offers a positive team culture, making it an excellent choice for your next career move.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Client Administrator in Altrincham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Artemis Recruitment Consultants Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Management Client Administrator in Altrincham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Artemis Recruitment Consultants Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Artemis Recruitment Consultants Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Artemis Recruitment Consultants Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Artemis Recruitment Consultants Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Artemis Recruitment Consultants Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
