Client Administrator

Confidential; Borehamwood, Greater London; On-site; GBP 25,000 - 30,000; Full time

Job summary

Confidential in Elstree, Hertfordshire is seeking a Client Administrator to support the day-to-day delivery of a high-quality service to clients. This is a varied role, involving collaboration with Financial Advisers, clients and providers to move cases forward.

You’ll be involved in preparing for client meetings, onboarding, ongoing administration, and direct client contact, ensuring information is gathered and filed accurately.

Qualifications

• Experience in financial services or wealth management is a plus.
• Strong organisational skills with ability to manage multiple tasks.
• Comfortable speaking with clients over the phone and maintaining professional conversations.

Responsibilities

• Prepare for client meetings and ensure advisers have what they need.
• Manage new business, onboarding and ongoing administration from start to finish.
• Speak directly with clients, arrange annual reviews and gather information.
• Liaise with providers across pensions, investments and protection.
• Keep clients and advisers updated as cases progress.
• Manage diaries, appointments and general client enquiries.
• Maintain accurate records and CRM systems.
• Support with Annual Review and Fund Switch reports.
• Assist with investment and pension cases and contributions.
• Support the wider team with day-to-day administration and process improvements.

Skills

Client administration

Telephone communication

CRM systems

Microsoft Office

Tools

CRM software

Office Suite

Job description

Client Administrator
Elstree, Hertfordshire £25,000-£30,000 Monday-Friday, office-based
A well-established SJP practice in Elstree is looking for a Client Administrator to join its team and play an important role in the day-to-day delivery of a high-quality service to clients.

This is a varied role rather than a purely back-office administration position. You'll work closely with Financial Advisers, clients and providers, helping to keep cases moving while becoming involved in more of the technical side of financial planning.

The role would suit someone who enjoys working with people but also likes getting into the detail. There is a good amount of client contact, so being comfortable picking up the phone and having confident, professional conversations is important.

What you’ll be doing

• Preparing for client meetings and ensuring advisers have everything they need
• Managing new business, client onboarding and ongoing administration from start to finish
• Speaking directly with clients, including arranging annual reviews and gathering outstanding information
• Liaising with providers across pensions, investments and protection
• Keeping clients and advisers updated as cases progress
• Managing diaries, appointments and general client enquiries
• Maintaining accurate records and CRM systems
• Supporting with Annual Review and Fund Switch reports
• Assisting with investment and pension cases, including contributions and lump-sum investments
• Helping the wider team with day-to-day administration and improving how things are done

What we're looking for
You'll ideally have previous experience in financial services, wealth management or a professional services environment, although this isn’t essential.

More important is that you are:

• Organised and naturally good at keeping on top of multiple tasks
• Confident speaking with clients over the phone
• Detail-focused and comfortable working with sensitive information
• Proactive rather than waiting to be told what needs doing
• A good communicator who can build relationships with clients and colleagues
• Comfortable using Microsoft Office and CRM systems
• Knowledge of pensions, investments, protection or SJP systems would be useful, but training will be provided.

If you're already working in financial services and want a role with more client contact and broader exposure, or you're an experienced administrator looking to move into wealth management, this could be a good next step.