Client Administrator

Ellis James Partners Ltd; Elstree; On-site; GBP 25,000 - 30,000; Full time

Job summary

Ellis James Partners Ltd in Elstree, Hertfordshire, is seeking a Client Administrator to support day-to-day delivery of a high-quality service to clients. The role involves active client contact, onboarding, and collaboration with advisers to move cases forward.

You will handle meetings prep, maintain records, and assist with investment and pension matters, while developing a good understanding of pensions, investments, and protection within a wealth-management context.

Qualifications

• Experience in financial services or wealth management is preferred but not required.
• Strong organizational skills and the ability to manage multiple tasks.
• Comfort with handling sensitive information and professional client communication.

Responsibilities

• 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

Skills

Client administration

Phone communication

Communication with clients

MS Office

CRM systems

Tools

CRM systems

MS Office

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.

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

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 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