Client Administrator
Core
Provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact and operational support.
Role type
Client Administrator (Financial Planning)
Builds
Client relationships, meeting packs, valuations, and new account setups for Financial Planners.
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
high-level administration, client service, pipeline management, AML documentation, risk reporting, digital tool guidance
Preferred skills
degree qualification, further qualifications in financial planning
Technologies
internal systems, client portals, third-party policy provider systems
Responsibilities
Maintain back-office systems and client records; liaise with operational teams for scripts, transfers, and data changes; process new accounts and collate AML documentation; identify and report risks or breaches; encourage client use of digital tools.
Seniority
Individual Contributor, mid-level