Financial Planning Client Administrator
Core
Provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact and operational support.
Role type
Administrative support for financial planning
Builds
Client relationships, meeting packs, valuations, and new account setups
Domain
Wealth management / Financial planning
Deliverable
client delivery
Required skills
high-level administration, client service, risk identification, process adherence, pipeline management, digital tool guidance
Preferred skills
degree qualification, additional financial qualifications, ability to work under pressure
Technologies
internal systems, third-party policy provider portals, client portals
Responsibilities
Maintain back-office systems and client records, liaise with operational teams for scripts/transfers/corporate actions, process new accounts and AML documentation, identify and report risks/breaches, prepare meeting packs and valuations, encourage client use of digital tools
Seniority
Individual Contributor, mid-level support role