Financial Administrator (Private Wealth Management), Near Chelmsford,

Financial Divisions; Chelmsford; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading Wealth Management firm near Chelmsford is hiring a Client Relationship Manager. This role offers hybrid working and a clear career progression path while providing essential support to Advisers and serving clients with a focus on ethical, jargon-free financial advice. Candidates should possess strong organizational skills and CRM knowledge to thrive in this supportive environment.

Benefits

Hybrid working

Bonus

Study support

Career progression plan

Qualifications

• Strong organisational and administrative skills.
• Knowledge of CRM systems, preferably in financial services.
• Excellent written and verbal communication skills.

Responsibilities

• Provide technical and administrative support to Advisers.
• Handle client and third-party queries.
• Process applications and manage appointments.

Skills

Organisational skills

Attention to detail

Communication skills

Problem-solving

Adaptability

Tools

CRM systems

Job description

Offices Near Chelmsford, Essex

Salary: GBP25,000 - GBP30,000 (Hybrid working, Bonus, Study Support & Career Progression Plan)

An excellent opportunity has arisen for a well-established Wealth Management firm near Chelmsford in Essex. Due to expansion and internal promotion, they are looking to hire a Client Relationship Manager to join their team, offering a clear career path. This is a great opportunity for candidates looking to expand their network within a growing, collaborative team.

The firm has been providing high-quality financial and investment planning services for over 20 years. They value their clients by offering non-jargon, ethical advice, leading to high client loyalty, with new business primarily generated through referrals. They also prioritize their staff, aiming to provide careers rather than jobs, and foster a friendly, supportive working environment. Their services include pension, investment, protection, intergenerational financial planning, and trust and estate planning across Essex, Hertfordshire, and central London.

The position is for a Financial Administrator with the following qualities:

• Strong organisational and administrative skills with excellent attention to detail
• Knowledge of CRM systems, preferably within financial services
• Excellent communication skills, both written and verbal, with a professional, client-focused approach
• Ability to prioritise tasks effectively and work well within a team
• Proactive, adaptable, and problem-solving mindset

Duties include:

• Providing technical and administrative support to Advisers
• Handling queries from clients and third parties
• Preparing files with compliance documentation, review meeting packs, illustrations, and supporting documents
• Ensuring files contain all necessary client identification and application forms
• Processing applications with product providers, advisers, clients, and third parties
• Booking client appointments for advisers
• Assisting with Letters of Authority with clients and third parties

This is a fantastic opportunity for a talented individual to join an established, growing practice with a supportive culture where the client always comes first. The role is vital for the ongoing success of the business. If interested, please contact or send your CV to Sam at Financial Divisions.