Client Administrator (Financial Services)

Office Angels; Rockwell Green; On-site; GBP 29,000 - 35,000; Full time

Job summary

A local financial services company in Wellington is seeking a Client Administrator to provide high-quality administrative support. The role involves managing tasks for Financial Consultants, conducting client communications, and ensuring timely execution of administrative duties. The ideal candidate will have strong attention to detail and excellent organizational skills. This opportunity includes competitive salary and benefits in a supportive team environment.

Benefits

Annual company bonus scheme

Generous annual leave allowance

Fully expensed employee parties

Pension scheme

Friendly team environment

Qualifications

• Previous office support experience within a corporate environment.
• Strong attention for detail and accuracy is essential.
• Excellent time management and organisational skills.

Responsibilities

• Provide administrative support to Financial Consultants.
• Manage diary and workload for Financial Consultants.
• Organise client meetings and handle client service needs.

Skills

Office support experience

Attention to detail

Organisational skills

Time management

Communication skills

IT proficiency

Job description

We are proud to be working with a dynamic and forward‑thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Administrator to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business that values its staff and offers development opportunities plus has a great working environment and company culture, read on!

Job Title

Client Administrator (Financial Services)

Location

Wellington

Salary

Up to £35,000 DOE

Hours

Full time – 37.5 hours

Benefits

• Attractive salary of up to £35,000 per annum (dependent on experience)
• Annual company bonus scheme
• Generous annual leave allowance of 25 days, plus Bank Holidays
• Fully expensed Summer and Christmas employee parties, fostering a vibrant company culture
• Conveniently located luxurious office
• Pension scheme for long‑term financial security
• Friendly and highly welcoming team
• Impressive local reputation

The Company

A dynamic and forward‑thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.

The Role

Working within the Wealth Management team, as the Client Administrator you will be responsible for providing a high‑quality level of administrative support to two Financial Consultants, servicing the clients, and covering a range of varied duties.

Using your excellent attention to detail and organisational skills, your duties will include being the first port of call for clients, assisting them with any administration queries, diary management for the financial consultants, formatting and preparing documents for meetings, client phone calls and correspondence, assisting with new business applications and client reviews, all the while ensuring responsibilities are all carried out in a timely and professional manner.

Key Duties

• Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
• Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
• Liaise with clients on any administration queries they may have
• Manage client service needs and client expectations to ensure client satisfaction
• Ensure action points resulting from client meetings get diarised and dealt with
• Preparation of meeting packs, to include new business for signing up
• Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
• Organise client review meetings as per the company process as required
• Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
• Ensure follow up letters are sent in a timely manner
• Maintenance of client records
• General administrative support

About you

• Previous office support experience within a corporate environment
• Accuracy and strong attention for detail
• Excellent organisational and time management
• The ability to work under pressure and prioritise
• Excellent communication, both verbal and written
• Competent IT user
• A positive and proactive approach to work and a desire to help and support the wider team
• Calm and considered outlook in approach to problem solving

To Apply

If this role is of interest to you then please apply online, send your CV to (url removed) or call Vicky on (phone number removed).

Employment Agency and Equal Opportunities Statement

Office Angels is an employment agency and business. We are an equal‑opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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