Senior Wealth Management Administrator

Artemis Clarke Ltd; Elstree; On-site; GBP 26,000 - 38,000; Full time

Job summary

Artemis Clarke Ltd in the United Kingdom is seeking a Senior Wealth Management Administrator to support a team of Financial Advisers. This role blends administration, client communications, and paraplanning support to deliver an outstanding client experience.

You will prepare documentation, process new business, onboard clients, and liaise with providers on investments, pensions, and protection policies, while managing adviser diaries and schedules.

Qualifications

• Excellent telephone and communication skills, with confidence making outbound calls.
• Strong organisational skills and excellent attention to detail.
• Outstanding customer service skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and CRM systems.

Responsibilities

• Prepare documentation and meeting packs for client meetings.
• Process new business, client onboarding, and ongoing administration.
• Liaise with product providers regarding investments, pensions, and protection policies.
• Monitor and progress client cases from submission through to completion.
• Confidently make outbound calls to clients to arrange annual review meetings.
• Contact clients to obtain outstanding information and documentation.
• Follow up with prospective clients where appropriate.
• Handle client enquiries professionally and provide excellent customer service.
• Manage adviser diaries and appointment scheduling.
• Maintain accurate client records and update CRM systems.
• Ensure all work complies with FCA regulations and internal compliance procedures.
• Support Consumer Duty requirements and attend relevant compliance training.
• Prepare annual review and fund switch reports.
• Assist with new investment and pension cases, including regular contributions and lump sum investments.
• Support colleagues with administrative tasks.
• Assist in training new team members and contribute to continuous process improvements.

Skills

Telephone communication

Organisational skills

Customer service

Multitasking

CRM usage

Tools

CRM systems

Microsoft Office

Job description

Senior Wealth Management Administrator

We are looking for a proactive and organised Client Administrator to support a team of Financial Advisers in delivering an outstanding client experience. This role combines administration, client communication, and basic paraplanning support, with a strong emphasis on confidently managing telephone conversations with clients and prospective clients.

Key Responsibilities

Client Support

• Prepare documentation and meeting packs for client meetings.
• Process new business, client onboarding, and ongoing administration.
• Liaise with product providers regarding investments, pensions, and protection policies.
• Monitor and progress client cases from submission through to completion.

Client Communication

• Confidently make outbound calls to clients to arrange annual review meetings.
• Contact clients to obtain outstanding information and documentation.
• Follow up with prospective clients where appropriate.
• Handle client enquiries professionally and provide excellent customer service.
• Manage adviser diaries and appointment scheduling.

Compliance & Administration

• Maintain accurate client records and update CRM systems.
• Ensure all work complies with FCA regulations and internal compliance procedures.
• Support Consumer Duty requirements and attend relevant compliance training.

Basic Paraplanning Support

• Prepare annual review and fund switch reports.
• Assist with new investment and pension cases, including regular contributions and lump sum investments.

Team Support

• Support colleagues with administrative tasks.
• Assist in training new team members and contribute to continuous process improvements.

Skills & Experience

Essential

• Excellent telephone and communication skills, with confidence making outbound calls.
• Strong organisational skills and excellent attention to detail.
• Outstanding customer service skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office and CRM systems.

Desirable

• Previous experience within Financial Services or Wealth Management.
• Knowledge of pensions, investments, and FCA regulations.
• Experience using financial planning or back-office systems.

Personal Attributes

• Professional, proactive, and well organised.
• Confident communicator with a friendly and professional telephone manner.
• Client-focused with excellent relationship-building skills.
• Reliable, adaptable, and able to work independently as well as part of a team.

If you feel this role would be a great fit for your skills and experience, we'd love to hear from you. Please get in touch to find out more or to apply.