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- Tasks: Own the client onboarding journey and ensure a smooth, efficient process.
- Company: HC Wealth Management, a professional financial planning firm that values client experience.
- Benefits: Flexible working, 25 days holiday, company pension, and enhanced parental leave.
- Why this job: Make a real impact by helping clients feel supported and informed during onboarding.
- Qualifications: Experience in client service or administration; warm, organised, and proactive attitude.
- Other info: Great opportunities for career progression and a supportive leadership team.
The predicted salary is between 25000 - 35000 £ per year.
HC Wealth Management is a professional, accredited financial planning firm where client experience genuinely matters. We are looking for an Administrator to take full ownership of the process of bringing new clients into the business. You will be the person who runs onboarding end to end, making sure every new client feels looked after, informed, and confident — all delivered with warmth, clarity, and serious efficiency.
This role will suit those who are experienced IFA or financial planning administrators as well as those from other backgrounds, such as hospitality, who have the people and client service skills required for this role.
The RoleOnce a client has agreed to proceed (handled by the Managing Director), you take over. You will:
- Own the entire onboarding journey from the initial enquiry to ongoing service
- Keep everything moving smoothly, accurately and on time
- Be the calm, friendly point of contact clients rely on
- Keep the client informed every step of the way and be there as a support
- Be trusted to spot gaps, suggest improvements and refine processes
This is a role for someone who enjoys taking responsibility, staying organised, and continuously improving how things are done.
What you’ll be doing- Managing all new client onboarding administration, including preparing documentation and updating client records
- Guiding clients clearly through each key stage
- Anticipating questions or issues and dealing with them proactively
- Ensuring onboarding is compliant, accurate and efficient
- Suggesting and helping implement better, smarter ways of working
- Supporting the wider team with general administration when required
- Liaising with various providers covering a range of products to obtain, collate and identify missing information.
You may already be working in financial planning, or you might come from hospitality, customer service, administration, or another people-focused role. What matters is that you are:
- Naturally warm, calm, and professional
- Exceptionally organised and detail-focused
- Proactive and comfortable taking ownership
- Curious to learn and build knowledge within financial services and technology
- Someone who enjoys improving systems, not just following them
There’s genuine scope here to progress within the company and you will be fully supported.
What’s in it for you?- Company pension
- Income protection
- Death in service cover
- 25 days holiday plus bank holidays
- Flexible working and flexible appointments
- Enhanced maternity/paternity Leave
- Birthdays off (if a working day)
- Hybrid working for better work-life balance
- A supportive, approachable leadership team
- Real autonomy and trust in your role
- Clear opportunities to learn, develop and progress
Interested? HC Wealth Management is partnering with Recruitment Rebellion Limited to recruit for this role. Applications are reviewed on a rolling basis and may close early once the right person is found.
To apply: You must have the right to work in the UK. Your CV should clearly show relevant experience. We’re committed to a fair and inclusive process. If you need any adjustments, just let us know. Only shortlisted candidates will be contacted.
Administrator in Bagshot employer: Recruitment Rebellion
Contact Detail:
Recruitment Rebellion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator in Bagshot
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning or client service sectors. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to client onboarding and administration. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills during interviews. Bring examples of how you’ve improved processes or managed client relationships effectively in past roles. It’s all about demonstrating your proactive nature!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Administrator in Bagshot
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience that aligns with the Administrator role. We want to see how your skills, whether from financial planning or hospitality, can shine in this position.
Craft a Personal Cover Letter: Your cover letter is your chance to show us your personality! Share why you're excited about the role and how you can contribute to our client onboarding process. Keep it warm and professional, just like we do!
Showcase Your Organisational Skills: In your application, give examples of how you've managed tasks efficiently in the past. We love candidates who are detail-focused and proactive, so let us know how you keep everything running smoothly!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Recruitment Rebellion
✨Know the Company Inside Out
Before your interview, take some time to research HC Wealth Management. Understand their values, services, and what makes them unique in the financial planning sector. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Client Service Skills
Since this role focuses on client onboarding, be prepared to discuss your experience in client service. Share specific examples of how you've handled client interactions in the past, especially in challenging situations. Highlight your warm and calm approach, as this is crucial for making clients feel comfortable.
✨Demonstrate Organisational Skills
The Administrator role requires exceptional organisation. Bring examples of how you've managed multiple tasks or projects simultaneously. You could even prepare a brief outline of how you would approach the onboarding process to demonstrate your proactive mindset and attention to detail.
✨Ask Thoughtful Questions
At the end of the interview, have a few insightful questions ready. Ask about the team dynamics, opportunities for professional development, or how they measure success in the onboarding process. This shows that you're not just interested in the job, but also in how you can contribute to the company's growth.
