Financial Planning Client Administrator
Core
Support Financial Planners and deliver exceptional client experiences by managing records, coordinating business processing, and acting as a key point of contact.
Role type
Client Administrator (Financial Planning Support)
Builds
Client service delivery and operational efficiency for wealth management clients
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Financial planning/wealth management experience, knowledge of financial products (ISAs, SIPPs, Pensions, Investments, Bonds), client relationship building, meeting preparation, back-office system management
Preferred skills
Degree education, proactive attitude, strong organizational skills
Responsibilities
Manage client records, coordinate business processing activities (scripts, transfers, corporate actions), prepare meeting packs and valuations, maintain back-office systems
Seniority
Individual Contributor