At a Glance
- Tasks: Support Financial Planners by managing client administration and ensuring smooth processes.
- Company: Join a fast-paced, friendly team in our Chester office.
- Benefits: Enjoy private medical insurance, life assurance, and a flexible work-from-anywhere policy.
- Other info: Dynamic role with opportunities for growth and development.
- Why this job: Make a real impact by enhancing client experiences and supporting financial advice.
- Qualifications: 2+ years in financial planning administration with strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
You will have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes.
You are looking to provide one-on‑one support to one of our Financial Planners and their clients.
You want to be part of a busy hub that loves delivering a great client experience.
This is a fantastic opportunity for an individual to join our fast‑paced and friendly Chester office.
About the role
We’re looking for a highly organised and proactive Client Administrator to support our Financial Planners by managing the administrative foundations of high‑quality financial advice.
This role is essential in enabling planners to focus on building strong client relationships and delivering strategic advice, while you ensure all client administration and processes run smoothly, accurately, and on time.
If you enjoy staying one step ahead, anticipating needs, and taking pride in delivering excellent service, this could be the role for you.
Accountabilities
Ensure all client reviews are supported by suitability reports, delivered on time, and proactively chase/escalate any outstanding cases.
- Maintain the CRM (Xplan), ensuring all client data is accurate, up to date, and compliant
- Keep client files organised, regularly updated, and audit‑ready
- Support Financial Planners with scheduling annual reviews, preparing meeting packs, and managing client segmentation and service levels
- Build strong relationships with Financial Planners and clients, ensuring all post‑meeting actions are completed within agreed SLAs
Skills and Experience
- 2+ years experience in a Financial Planning administrator role.
- Knowledge of financial products: pensions, investments and protection.
- Highly organised, with a proactive mindset and the ability to anticipate adviser and client needs.
- Strong attention to detail and accuracy.
- Confident written and verbal communication, with the ability to handle client queries professionally.
- Comfortable working with cloud‑based systems and using technology (including AI tools) to improve efficiency.
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
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StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator in Chester
✨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 atomos wealth. 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 Client Administrator in Chester
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 atomos wealth.
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 atomos wealth'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 atomos wealth
✨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 atomos wealth.
✨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 atomos wealth 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 atomos wealth 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.
