Wealth Management Client Services Administrator

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

Job summary

Ellis James Partners Ltd in Elstree, Hertfordshire, is seeking a Client Administrator to support day-to-day delivery of a high-quality service to clients. The role involves active client contact, onboarding, and collaboration with advisers to move cases forward.

You will handle meetings prep, maintain records, and assist with investment and pension matters, while developing a good understanding of pensions, investments, and protection within a wealth-management context.

Qualifications

• Experience in financial services or wealth management is preferred but not required.
• Strong organizational skills and the ability to manage multiple tasks.
• Comfort with handling sensitive information and professional client communication.

Responsibilities

• Preparing for client meetings and ensuring advisers have everything they need
• Managing new business, client onboarding and ongoing administration from start to finish
• Speaking directly with clients, including arranging annual reviews and gathering outstanding information
• Liaising 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 improving how things are done

Skills

Client administration

Phone communication

Communication with clients

MS Office

CRM systems

Tools

CRM systems

MS Office

Job description

Ellis James Partners Ltd in Elstree, Hertfordshire, is seeking a Client Administrator to support day-to-day delivery of a high-quality service to clients. The role involves active client contact, onboarding, and collaboration with advisers to move cases forward.

You will handle meetings prep, maintain records, and assist with investment and pension matters, while developing a good understanding of pensions, investments, and protection within a wealth-management context.