Senior Wealth Management Client Administrator | Hybrid Role

Artemis Recruitment Consultants Ltd; Altrincham; Hybrid; GBP 27,000 - 36,000; Full time

Benefits offered by this job

25 days leave

Company pension

Life assurance

Employee benefits

Social events

Learning & development

Hybrid work

Collaborative team

Job summary

Artemis Recruitment Consultants Ltd in Altrincham, Cheshire, is seeking a proactive Senior Client Administrator to support financial planning advisers and clientsthrough the end-to-end administrative process. You will manage new business administration, maintain CRM records, liaise with providers, and ensure FCA-compliant documentation, with hybrid working after probation.

This role suits highly organised individuals who thrive in a busy, client‑facing environment and are committed to delivering

Qualifications

• Experience in financial services, wealth management or professional services.
• Excellent organisational skills and the ability to manage multiple priorities.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Professional and confident telephone manner.
• Proficient in Microsoft Office including Outlook, Word, Excel and Teams.
• Ability to work proactively and independently within a team.
• High level of integrity and confidentiality.

Responsibilities

• Process new investment, pension and protection applications.
• Monitor new business from submission through to completion.
• Liaise with providers and third parties to obtain updates and resolve outstanding requirements.
• Chase outstanding documentation and information to progress cases.
• Keep Advisers and clients updated throughout the application process.
• Maintain accurate client records and CRM systems.
• Take ownership of the business pipeline and ensure cases progress efficiently.
• Prepare client presentation packs and documentation for meetings and signatures.
• Support Advisers with post‑meeting administration and implementation of recommendations.
• Ensure FCA requirements are met in documentation.

Skills

Organization

Attention to detail

Communication skills

MS Office

Team player

Tools

Salesforce

Job description

Artemis Recruitment Consultants Ltd in Altrincham, Cheshire, is seeking a proactive Senior Client Administrator to support financial planning advisers and clientsthrough the end-to-end administrative process. You will manage new business administration, maintain CRM records, liaise with providers, and ensure FCA-compliant documentation, with hybrid working after probation.

This role suits highly organised individuals who thrive in a busy, client‑facing environment and are committed to delivering