Client Administrator

We are currently working on behalf of a leading private client mortgage & finance brokerage. They deal with High net worth clients across Europe and the Middle East as well as the whole of the UK and the Channel Islands.

Based in central London, this well established and growing company are looking for and experienced adminsitrator to join their back office team.

This role will involve collating client data and management of contact and lead flow. In addition to this, it will involve dealing with internal and external stakeholders where neccessary.

Key points of the role include:

Coordinate directly with HR teams to plan and events such as seminars, webinars, and on-site mortgage surgeries designed to educate and support employees.

Cultivate and maintain long-term relationships with HR contacts through regular communication and structured quarterly or bi-annual meetings to ensure ongoing engagement and satisfaction.

Oversee and take ownership of the full lifecycle of events, managing logistics, securing attendee confirmations, coordinating resources, and ensuring timely follow-up to maximise engagement and outcomes.

Maintain meticulous and up-to-date records in the CRM system, logging all key interactions, feedback, workflow progress, and engagement notes for full visibility and traceability.

Conduct periodic spot checks within the CRM to ensure Advisers are effectively following up on leads and nurturing opportunities in line with best practices and internal expectations.

Work closely with the Marketing team to support the implementation and refinement of the client experience journey, ensuring lead touchpoints and communications are aligned with brand messaging and client expectations.

The ideal candidate will have at least 2 years experience and a proven ability to deal with CRM / data systems. Communication is a key skill as well as attention to detail.

This is an excellent opportunity to join a high regarded brokerage and be part of their journey.

This is an office based role, Monday – Friday

Base salary £30-35,000 per annum