Wealth Management Client Onboarding Specialist

Ellis James Partners Ltd; Greater London; On-site; GBP 25,000 - 30,000; Full time

Job summary

Ellis James Partners Ltd in Elstree, Hertfordshire is seeking a Client Administrator to join its team and support the day-to-day delivery of high-quality client service. You will work closely with Financial Advisers and clients, manage onboarding and ongoing administration from start to finish, and contribute to the more technical side of financial planning.

This office-based, Monday–Friday role offers a competitive salary (£25,000–£30,000) and opportunities to develop client-facing and

Qualifications

• Experience in financial services or wealth management is preferred.
• Strong organisational skills and ability to manage multiple tasks.
• Comfortable with sensitive information and client contact.
• Proactive approach and strong communication with clients and advisers.

Responsibilities

• Prepare for client meetings and ensuring advisers have everything they need.
• Manage new business, onboarding and ongoing administration from start to finish.
• Speak directly with clients, including arranging annual reviews and gathering outstanding information.
• Liaise with providers across pensions, investments and protection.
• Keeping clients and advisers updated as cases progress.
• Managing diaries, appointments and general client enquiries.
• Maintaining accurate records and CRM systems.
• Supporting with Annual Review and Fund Switch reports.
• Assisting with investment and pension cases, including contributions and lump-sum investments.
• Helping the wider team with day-to-day administration and improvements.

Skills

Organised

Phone communication

Detail-oriented

Proactive

Communication skills

MS Office & CRM experience

Tools

Microsoft Office

CRM systems

Job description

Ellis James Partners Ltd in Elstree, Hertfordshire is seeking a Client Administrator to join its team and support the day-to-day delivery of high-quality client service. You will work closely with Financial Advisers and clients, manage onboarding and ongoing administration from start to finish, and contribute to the more technical side of financial planning.

This office-based, Monday–Friday role offers a competitive salary (£25,000–£30,000) and opportunities to develop client-facing and