Wealth Administration Specialist - Client Liaison & CRM

Artemis Clarke Ltd; Ipswich; On-site; GBP 26,000 - 36,000; Full time

Job summary

Artemis Clarke Ltd in Ipswich is seeking an experienced Wealth Administrator (SJP) to support Financial Advisers with administration, business processing, and client liaison. The office-based role requires accuracy and strong communication across CRM platforms, including Salesforce.

Key duties include preparing client review materials, managing letters of authority, updating the CRM, and coordinating meetings.

Qualifications

• Previous experience within a Financial Planning role.
• Must have a can-do attitude and be flexible and adaptable
• Excellent communication skills, written English, numerate and analytical
• Strong organisational skills, able to use own initiative and multi-task

Responsibilities

• Manage the Letter of Authority process from start to finish whilst regularly updating the Advisers
• Complete meeting prep for all client review meetings and gather information ahead of Review Meetings
• Set up ongoing advice packs and send them to clients post-meeting
• Update the CRM system and complete any actions from meetings
• Answer telephone calls, deal with clients' queries, and welcome new clients to the firm
• Book client review meetings and send meeting confirmations
• Writing suitability letters and completing fund switches
• Complete business submissions and stock transfers
• Chase pipeline business and update the Advisers in the weekly meeting
• Meet and greet clients for their appointments
• Support with other roles when needed

Skills

Attention to detail

Communication skills

Numerate

Analytical

Organisational skills

Can-do attitude

Flexible / adaptable

Multi-tasking

Tools

Salesforce

Job description

Artemis Clarke Ltd in Ipswich is seeking an experienced Wealth Administrator (SJP) to support Financial Advisers with administration, business processing, and client liaison. The office-based role requires accuracy and strong communication across CRM platforms, including Salesforce.

Key duties include preparing client review materials, managing letters of authority, updating the CRM, and coordinating meetings.