Client Administrator
Client Administrator
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Job Description
Client Administrator - Financial Services
Wimbledon
Are you an experienced financial planning administrator seeking your next move
Are you looking for a career change and the chance to join a growing wealth management firm where you can learn new skills.
Arkenstone Wealth Management a well-established Independent Financial Adviser (IFA) practice based in Wimbledon Village is looking for an experienced and proactive Client Administrator to join our friendly professional team. If you have strong administrative skills thrive on delivering exceptional client service and want to develop a career in the financial planning industry this is the role for you.
Why join us
- A close-knit supportive team where your work is valued.
- Exposure to a wide range of financial planning areas including pensions investments and wealth management.
- Excellent career progression opportunities.
The role
As a Financial Planning Administrator youll work closely with our financial adviser ensuring clients receive a seamless service. Youll manage client information process applications liaise with providers and support advisers with meetings and diary management. Your work will directly contribute to helping our clients achieve their financial goals.
Key responsibilities
- Provide full administrative and technical support to financial advisers.
- Manage adviser diaries and assist during client meetings.
- Prepare and submit applications to providers with accuracy and efficiency.
- Maintain client records and back-office systems.
- Process investment instructions and liaise with paraplanners.
- Build and maintain strong client and provider relationships.
What were looking for
- Minimum 2 years administration experience (financial services experience desirable but not essential).
- Excellent written and verbal communication skills.
- Strong organisational skills and attention to detail.
- Confident with Microsoft Office and quick to learn new software.
- Positive attitude strong work ethic and willingness to learn.
- Unrestricted right to work in the UK.
Salary & benefits
- depending on experience.
- Opportunities for hybrid working.
- Support for professional development.
- Inclusive friendly work environment.
- The chance to make a real difference in clients financial well-being.
About us
Arkenstone Wealth Management is a trusted name in Wimbledon Village providing high-quality personalised financial advice. We are dedicated to helping clients make the best decisions for their future and we pride ourselves on integrity expertise and long-term relationships.
How to apply
This vacancy is being managed by Recruitment Rebellion Limited.
Our recruitment process is designed to be inclusive transparent and fair. If you require any adjustments please let us know.
To give your application the best chance:
- Make sure you meet the essential criteria and have the right to work in the UK.
- Tailor your CV to this role highlighting your relevant experience and achievements.
- Submit a clear concise and up-to-date CV.
- depending on experience.
- Opportunities for hybrid working.
- Support for professional development.
- Inclusive friendly work environment.
- The chance to make a real difference in clients financial well-being.
Employment Type
Full Time
