Howard James Recruitment is seeking a Client Administrator to provide operational and client support within a growing Wealth Management practice. This is an excellent opportunity for a detail-oriented administrator with experience in financial services to join a professional and dynamic team.

Key Responsibilities:

• Act as a point of contact for clients and third parties, ensuring high levels of client service.
• Schedule and coordinate meetings for advisors, ensuring ongoing review timescales are met.
• Prepare documentation ahead of meetings and manage follow-up correspondence.
• Input and maintain client information accurately in internal CRM systems.
• Liaise with head office, admin centres, and third parties as required.
• Attend professional forums and workshops for personal development.

Skills & Experience Required:

• Minimum 2 years’ experience in IFA / Wealth Management administration.
• Professional, discreet, and able to handle confidential information.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent communication skills for interaction with clients, advisors, and team members.
• Proficient in Microsoft Office, CRM systems, and Salesforce.
• Ability to work independently as well as collaboratively in a fast-paced office environment.
• Flexible approach to day-to-day activities and business needs.

Benefits:

• Competitive salary: £26,000 – £29,000 per year
• Company pension scheme
• Flexitime and hybrid working options
• Supportive, dynamic team environment

If you are a motivated administrator with financial services experience, this is an ideal opportunity to grow your career while contributing to a thriving business.

📩 Apply now via Howard James Recruitment to take the next step in your career.