Client Administrator

JR United Kingdom; Warrington; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A prominent wealth management firm in the UK is seeking a Client Administrator to support Financial Planners and serve as the primary contact for clients. The ideal candidate will have experience in the wealth management sector, excellent communication skills, and a proactive approach to building client relationships. This role offers a comprehensive benefits package, hybrid working options, and opportunities for career progression.

Benefits

Enhanced pension

Private medical insurance

Study support

Qualifications

• Previous experience in the wealth management sector.
• Understanding of financial products like pensions and ISAs.
• Excellent written and verbal communication skills.

Responsibilities

• Act as the first point of contact for clients.
• Assist with new client onboarding and preparation of meeting packs.
• Support Financial Planners in business pitches.

Skills

Client relationship building

Financial product knowledge

Organisational skills

Problem-solving

Communication skills

Job description

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Client Administrator, warrington, cheshire

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Client:

Forge Talent

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

22.08.2025

Expiry Date:

06.10.2025

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Job Description:

Financial Planning Administrator/ Client Administrator/ Excellent Benefits (Enhanced Pension – Industry Discounts – Financial Services Discounts – Private Medical Insurance/ Shared Parental Leave ) / Study Support and Career Progression/ 35 Hour Week

An ideal opportunity has arisen for an experienced Client Administrator looking to take the next step in their career within an industry leading Wealth Management organisation.

You will be joining an established team of Financial Planners to act as the first point of contact for a diverse range of clients.

Previous experience in the Wealth Management industry, with an understanding of financial products is essential as a starting point. You will then be given the mentorship and training tools to develop your career in line with your wealth management career aspirations.

An excellent benefits package is available and with multiple UK office sites, it is possible to work in either of the following locations on a hybrid basis:

• Central Manchester
• South Manchester
• Liverpool
• Proactively support assigned Financial Planners to ensure excellent outcomes for a large and diverse range of clients.
• Be the first point of contact for new and existing clients, resolving queries, providing information and supporting as required.
• Assist Investment Managers in preparing new business pitches and presentations.
• Support with the new client onboarding process, preparing meeting packs and valuations.
• Build, develop and maintain trusting relationships with clients, through regular contact.
• Support the wider business and operational teams as required with administrative duties (scripts, transfers, corporate actions, etc)
• Ensure all client records are maintained, and correspondence is recorded inline with company policies.

Financial Planning Administrator Required Experience:

• Previous experience of working within the wealth management sector with a comprehensive understanding of financial products (pensions, ISA’s, offshore and onshore bonds)
• Previous experience of offering end to end support to Financial Advisors.
• Excellent written and verbal communication skills with the ability to build and nurture strong working relationships.
• Excellent organisational skills with the ability to effectively plan and prioritise workflow.
• Problem solving abilities with the ability to use reasoning and judgement to reach effective solutions.
• A proactive, positive and professional approach to the role and collaborating with a team to maintain the company values and a positive working culture.
• A desire to develop within a Wealth Management career path.

This is an excellent opportunity to join an organisation that is committed to providing their people with opportunities to excel.

If you are located within commutable distance of Manchester or Liverpool and have the required experience outlined above, please submit your CV for review.