Client Administrator – Wealth Planning

Finlink Ltd; Borehamwood; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Private Medical Insurance

Medicash Health Cash Plan

Pension plan with employer contrib.

Group Income Protection

Group Life Assurance

28 days holiday, rising to 30 after 2y

Hybrid working

Job summary

Finlink Ltd in Borehamwood is seeking an experienced Financial Services Administrator or Client Administrator to support Financial Planners, Personal Assistants and Paraplanners in delivering the advice process.

This is a hands-on role requiring ownership of new business processing, updating client records, handling letters of authority and maintaining smooth provider communications to ensure excellent client service.

Qualifications

• Experience in financial services administration or client administration.
• Strong organisational and communication skills.
• Ability to manage multiple tasks and work to deadlines.
• Experience with industry or back-office systems is helpful.

Responsibilities

• Process new business within service levels and liaise with providers.
• Maintain accurate client records on internal systems.
• Handle letters of authority and transfer authorities; issue documentation.
• Support pipeline updates and prep for client meetings.
• Assist advisers and paraplanners to deliver a high standard of service.

Skills

Organisational skills

Communication

Multi-tasking

Client administration

Financial services

Tools

Back office systems

Job description

Finlink Ltd in Borehamwood is seeking an experienced Financial Services Administrator or Client Administrator to support Financial Planners, Personal Assistants and Paraplanners in delivering the advice process.

This is a hands-on role requiring ownership of new business processing, updating client records, handling letters of authority and maintaining smooth provider communications to ensure excellent client service.