Full Time

Leamington Spa

Hybrid working (3 days in office)

Competitive salary

This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business.

If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity.

This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business.

The Business

This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience.

The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff.

This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers.

The Role

Working as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service.

This is a broad and hands on role. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings.

You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous experience within financial services and in a client focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed.

The Benefits

Competitive salary depending on experience

Hybrid working with 3 days in the office

Private Medical Insurance

Medicash Health Cash Plan

Pension plan with 5% employer contribution and minimum 3% employee contribution

Group Income Protection at 75% of base salary

Group Life Assurance at 4x base salary

28 days holiday, rising to 30 days after 2 years of service

Applying

To find out more about this opportunity, simply apply here.

One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.