Senior Client Administrator

Forrest Recruitment; Altrincham; On-site; GBP 28,000 - 34,000; Full time

Job summary

Forrest Recruitment is seeking a Senior Client Administrator in Altrincham. The role supports a wealth management team, handling admin tasks related to investment, pension and protection applications, and maintaining client records within CRM systems.

The ideal candidate has experience in wealth management or financial planning and is detail-oriented, well-organised, and capable of progressing within the team. Funding for qualifications is available, with opportunities for progression.

Qualifications

• Experience providing administrative support to a team of Financial Advisors or within wealth management/financial planning.
• Familiar with industry CRM platforms such as Salesforce and I-Business.

Responsibilities

• Submit new investment, pension and protection applications.
• Monitor new business applications from submission through to completion.
• Chase outstanding documentation, transfer requests and provider information.
• Support a team of Financial Advisors, keeping clients informed of progress.
• Update client records and CRM systems.

Skills

Administrative support

CRM systems

Tools

Salesforce

I-Business

Job description

Senior Client Administrator Altrincham £28,000 - £34,000 doe

A leading wealth management firm have an exciting opportunity to join their new business team in an admin support capacity, with opportunities for progression and access to funding for qualifications. If you have relevant experience working in this sector.

Responsibilities include:

• Submitting new investment, pension and protection applications
• Monitoring new business applications from submission through to completion
• Chasing outstanding documentation, transfer requests and provider information
• Supporting a team of Financial Advisors, keeping clients informed of progress
• Updating client records and CRM systems

Essentials:

• Experienced working in an administrative capacity for a team of Financial Advisors or within the wealth management/financial planning sector
• Accustomed to using industry platforms such as Salesforce and I-Business

This is the ideal opportunity for an experienced administrator who is detail orientated, well-organised and accustomed to working within the wealth management or financial planning sector.

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.