Wealth Management: Client Services & Admin

Shearwater Recruitment Limited.; Inverurie; On-site; GBP 25,000 - 29,000; Full time

Job summary

Shearwater Recruitment Limited is working with an established wealth management practice in Elstree to recruit a Client Administrator. This role supports the Financial Advisers through client administration, day-to-day client contact and an introduction to paraplanning.

You will be the main point of contact on the phone, arranging annual reviews, chasing information and handling enquiries while staying organised and compliant with FCA regulations.

Qualifications

• Excellent telephone and communication skills with confidence making outbound calls.
• Strong organisational skills and attention to detail.
• Excellent customer service skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Preparing documentation and meeting packs for client meetings.
• Processing new business, client onboarding and ongoing administration.
• Liaising with product providers on investments, pensions and protection policies.
• Monitoring and progressing client cases from submission through to completion.
• Making outbound calls to clients to arrange Annual Review Meetings.
• Contacting clients to obtain outstanding information and documentation.
• Following up with prospective clients where appropriate.
• Handling client enquiries professionally and providing excellent customer service.
• Managing adviser diaries and appointment scheduling.
• Maintaining accurate client records and updating CRM systems.
• Ensuring FCA compliance and the practice's compliance standards.
• Supporting Consumer Duty requirements and attending compliance training.
• Preparing Annual Review and Fund Switch reports.
• Assisting with new investment and pension cases, including regular contributions and lump sums.
• Supporting colleagues with administrative tasks and training new team members.

Skills

Telephone skills

Organisational skills

Customer service

Multitasking

Tools

CRM systems

Microsoft Office

Job description

Shearwater Recruitment Limited is working with an established wealth management practice in Elstree to recruit a Client Administrator. This role supports the Financial Advisers through client administration, day-to-day client contact and an introduction to paraplanning.

You will be the main point of contact on the phone, arranging annual reviews, chasing information and handling enquiries while staying organised and compliant with FCA regulations.