Client Administrator - Wealth Management

Client Administrator – Overview

Company: A specialist wealth management and tax consultancy based in Central London.

Position: Client Administrator

Salary: £35,000

Working arrangement: 4 days office based, 1 day working from home with flexibility.

Benefits

Generous holiday allowance, pension, professional qualification support, structured training, collaborative team environment, clear career progression.

Key Responsibilities

• Preparing, processing and managing client documentation and paperwork
• Supporting financial planning activity behind client deals
• Processing withdrawals and client instructions accurately
• Updating client records, including address changes and data management
• Maintaining accuracy across internal systems and processes
• Providing full administrative support to Advisers and Private Client Managers
• Collaborating with other Client Administrators to ensure smooth office operations
• Meeting and greeting clients and supporting front‑of‑house activities
• Assisting with stationery, office coordination and general office support

Qualifications and Experience

The successful Client Administrator will be highly organized, detail‑focused and motivated to build a career within financial services. The role is suitable for a graduate with a finance‑related background or an early‑career administrator with a strong interest in wealth management. A proactive mindset, strong administrative skills, confidence using systems and excellent attention to detail are essential. Working towards professional qualifications such as IMC or IOC would be highly desirable.

Equal Opportunity Statement

At C&C Search, diversity, equity and inclusion are at the core of who we are. We are committed to fairness and provide a culture of inclusion for all.