Benefits:

• Pension
• Death in Service
• Income Protection
• Private Medical Insurance
• Approximately 26 days’ annual leave, plus bank holidays
• Fully funded exams
• Free on-site parking
• Flexible working arrangements, with full-time and part-time hours considered
• Potential for one day a week working from home once established in the role

Location: Hook

Salary: £30,000 to £35,000 DOE

About the Company:

Our client is an independent financial planning firm providing long-term financial advice to clients and their families. They are committed to combining high-quality financial planning with well-organised systems, clear communication and effective use of technology.

They are looking for an organised and process-driven Client Review & Operations Administrator to coordinate the annual client review process and support wider operational projects across the business.

This role would suit someone who enjoys structure, organisation and client service, and who is comfortable working with systems, recurring processes and deadlines.

Key Responsibilities:

• Manage the annual review workflow for clients, ensuring reviews are organised and completed on time.
• Prepare and maintain review task lists, deadlines and progress tracking.
• Gather information required for annual reviews, including valuations, provider information, client updates and outstanding documentation.
• Ensure client records are accurate and up to date ahead of review meetings.
• Chase clients, providers and internal team members for outstanding information.
• Coordinate with advisers and administrators to ensure review packs and actions are completed on time.
• Ensure review actions are accurately recorded, followed up and completed.
• Maintain accurate client records on the CRM system.
• Ensure notes, documents, tasks and review dates are correctly recorded.
• Support CRM data quality and identify missing or inconsistent information.
• Work with the data analyst where required to improve CRM accuracy and reporting.
• Support operational improvement projects across the business.
• Help document and improve workflows, checklists and templates.
• Assist with testing and refining automation linked to client reviews and administration.
• Identify recurring bottlenecks and suggest practical improvements.
• Provide administrative support for wider business projects when annual review workload allows.
• Communicate professionally with clients, providers and colleagues.
• Keep advisers updated on review progress and outstanding actions.
• Work closely with the financial planning administration, platform analyst and data analyst teams.

What We’re Looking For:

• Strong administrative experience.
• Excellent organisation and task management skills.
• Strong attention to detail and accuracy.
• Comfortable using CRM systems, Microsoft Office and digital workflows.
• Confident written and verbal communication skills.
• Ability to manage recurring workloads and deadlines effectively.
• A process-driven approach with the ability to follow established procedures.
• Someone who is confident suggesting improvements and finding ways to make processes more efficient.
• Organised, dependable and practical in their approach.
• Comfortable chasing outstanding information professionally and persistently.
• Ability to work independently and as part of a wider team.
• An interest in using technology to improve administration and accuracy.

Desirable Skills:

• Previous experience within financial planning, wealth management, pensions, investments or professional services.
• Experience supporting annual client reviews, client servicing or compliance workflows.
• Familiarity with investment platforms and provider correspondence.
• Experience with process improvement, workflow tools or automation.
• Experience working with CRM systems and maintaining data quality.
• An interest in systems, automation and improving administrative processes.

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.