Client Wealth Administrator

IDEX Consulting; England; Hybrid; GBP 25,000 - 40,000; Full time

Job summary

A dynamic organization is seeking a Client Wealth Administrator to enhance their financial planning services. This role involves offering comprehensive administrative support throughout the client life-cycle and ensuring compliance with regulations. Ideal candidates will have a background in financial planning, strong communication skills, and a commitment to professional development. The position offers a collaborative team culture, flexible working options, and a competitive benefits package.

Benefits

Private medical insurance

Income protection

Death-in-service cover

Career progression opportunities

Qualifications

• Proven experience in a financial planning or wealth management environment.
• Confident in handling client data with a high degree of accuracy.
• Strong communication skills and professional demeanor.

Responsibilities

• Provide administrative support throughout the client life-cycle.
• Maintain accurate client records using CRM systems.
• Liaise with clients to support timely document delivery.

Skills

Client handling

Attention to detail

Communication skills

Organizational skills

Tools

Intelligent Office

Job description

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Client Wealth Administrator, Warwickshire

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Client:

IDEX Consulting

Location:

Warwickshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

27046f931c7c

Job Views:

7

Posted:

19.08.2025

Expiry Date:

03.10.2025

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Job Description:

Overview

We are seeking a highly organised and detail-oriented Client Wealth Administrator to support the delivery of exceptional financial planning services. This is a great opportunity to join a growing, client-focused business that values professionalism, trust, and long-term relationships.
As part of a small and collaborative team, you'll play a key role in ensuring that both advisers and clients are supported to the highest standards across the full financial advice process.

Key Responsibilities

• Provide administrative support across the full client life-cycle, including on-boarding, annual reviews, and new business processing
• Maintain accurate and compliant client records using internal CRM and financial planning systems
• Liaise with clients, providers, and internal teams to support timely delivery of documentation and information
• Prepare and process applications for pensions, investments, protection, and other financial planning products
• Assist with producing client reports and supporting documentation for adviser meetings
• Ensure that all actions taken are logged, followed up, and completed to meet internal service levels and regulatory standards
• Respond to ad hoc client and adviser queries with professionalism and attention to detail
• Maintain an up-to-date understanding of compliance and regulatory requirements, supporting best practice across the team

About You

• Proven experience in a financial planning, wealth management, or professional services environment
• Confident handling client data and documentation with a high degree of accuracy
• Strong communication and interpersonal skills, with a professional and courteous manner
• Able to manage multiple tasks and prioritise workload effectively
• Comfortable working independently as well as part of a close-knit team
• Familiarity with platforms such as Intelligent Office or similar back-office systems is advantageous
• A commitment to continuous learning and development

What's on Offer

• A supportive and collaborative team culture
• Flexible hybrid working arrangements
• Career progression opportunities within a growing organisation
• Full training and professional development support
• A competitive benefits package including private medical insurance, income protection, and death-in-service cover

If you are looking to join a values-led business where your contribution makes a real difference to clients and the wider team, we'd love to hear from you.