Wealth Planning Admin Specialist

Artemis Clarke Ltd; England; On-site; GBP 22,000 - 30,000; Full time

Job summary

Artemis Clarke Ltd. based near Reading, Berkshire, seeks a Financial Planning Administrator to support advisers and paraplanners, manage client data, and strengthen relationships with clients.

You will help prepare client portfolio valuations, quotations, and fund fact sheets, while handling new business applications and ensuring compliance across cases. This role emphasizes organisation and proactive client service.

Qualifications

• Exposure to the financial services sector desirable, ideally investments.
• IT literate with proven attention to detail.
• Experienced in managing and prioritising own workload.
• Experience of MS Office including Excel, Word, Outlook and Teams.
• Excellent interpersonal, organisational and planning skills.

Responsibilities

• Produce client portfolio valuations from various investment providers
• Produce quotations, application forms and fund fact sheets for advisers prior to client meetings
• Process new business applications, updating client database and maintaining daybook records
• Produce Letters of Authority for new clients to service policies
• Produce letters/forms required for switches and encashments
• Ensure compliance requirements are met on all new business cases
• Weekly chasing of new and existing business enquiries

Skills

Financial services exposure

IT literacy

Workload prioritisation

MS Office Suite

Interpersonal skills

Organisational skills

Planning skills

Job description

Artemis Clarke Ltd. based near Reading, Berkshire, seeks a Financial Planning Administrator to support advisers and paraplanners, manage client data, and strengthen relationships with clients.

You will help prepare client portfolio valuations, quotations, and fund fact sheets, while handling new business applications and ensuring compliance across cases. This role emphasizes organisation and proactive client service.