Client Services Administrator - Financial Planning

atomos wealth; City Of London; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

26 days annual leave

Private Medical Insurance

Life Assurance (4x salary)

Group Income Protection

Work From Anywhere policy

Job summary

atomos wealth is seeking a proactive Client Administrator to support Financial Planners in our London office. You will manage admin processes that underpin professional advice, ensuring timely, accurate service for clients and advisers.

In this role you’ll maintain records, prepare reviews, and help with scheduling while building trusted relationships with clients and planners. Excellent attention to detail and a client-centric approach are essential.

Qualifications

• 2+ years' experience in a Financial Planning Administrator role.
• Good knowledge of financial planning products, including pensions, investments, and protection.
• Highly organised with strong prioritisation and multitasking.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills with a client-centric approach.
• Comfortable with cloud-based systems and AI-enabled tools.

Responsibilities

• Ensure all client reviews are supported by suitability reports and required documentation, proactively monitoring progress and escalating outstanding cases where required.
• Maintain client records within Xplan, ensuring all information is accurate, up to date, and compliant.
• Keep client files organised, complete, and audit-ready at all times.
• Support Financial Planners with annual review scheduling, meeting preparation, client segmentation activities, and service delivery requirements.
• Build strong relationships with clients and Financial Planners, ensuring all post-meeting actions are completed accurately and within agreed service levels.

Skills

Written communication

Verbal communication

Organised

Prioritisation

Attention to detail

Problem solving

Client service

Tech friendly

Tools

Xplan

Job description

You will have 2+ years' experience supporting advisers and clients in a financial planning environment. You have a strong understanding of financial planning products and processes, thrive in a fast-paced setting, and take pride in delivering exceptional client service.

You're now looking for an opportunity where you can build close working relationships with Financial Planners and their clients, becoming a trusted part of their support network. If you're someone who enjoys staying one step ahead, loves problem-solving, and takes pride in delivering exceptional service, we'd love to hear from you.

About the role

We're looking for a proactive and detail-oriented Client Administrator to provide dedicated support to our Financial Planners and their clients in our London office.

As a key member of the team, you'll manage the administrative processes that underpin the delivery of professional financial advice, ensuring every client interaction is supported by accurate, timely, and efficient administration.

You'll be the engine behind a seamless client journey, helping advisers stay focused on building relationships and delivering advice, while ensuring all client servicing activities are completed to the highest standard.

Accountabilities

• Ensure all client reviews are supported by suitability reports and required documentation, proactively monitoring progress and escalating outstanding cases where required.
• Maintain client records within Xplan, ensuring all information is accurate, up to date, and compliant.
• Keep client files organised, complete, and audit-ready at all times.
• Support Financial Planners with annual review scheduling, meeting preparation, client segmentation activities, and service delivery requirements.
• Build strong relationships with clients and Financial Planners, ensuring all post-meeting actions are completed accurately and within agreed service levels.

Skills and Experience

• 2+ years' experience in a Financial Planning Administrator role.
• Good knowledge of financial planning products, including pensions, investments, and protection.
• Highly organised, with strong prioritisation skills and the ability to manage multiple tasks effectively.
• Excellent attention to detail and commitment to accuracy.
• Strong written and verbal communication skills, with a professional and client-centric approach.
• Comfortable working with modern technology, cloud-based systems, and AI-enabled tools to improve efficiency and client outcomes.
• 26 days annual leave plus bank holidays.
• Private Medical Insurance.
• Life Assurance (4x salary).
• Group Income Protection.
• Work From Anywhere policy.

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.