Client Administrator Jobs

Client Administrator

Office Angels

Location:
United Kingdom , Wellington

Category:
Finance

Contract Type:
Not provided

Salary:

28000.00 - 35000.00 GBP / Year

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Job Description:

Working within the Wealth Management team, as the Client Administrator you will be responsible for providing a high-quality level of administrative support to two Financial Consultants, servicing the clients, and covering a range of varied duties. Using your excellent attention to detail and organisational skills, your duties will include being the first port of call for clients, assisting them with any administration queries, diary management for the financial consultants, formatting and preparing documents for meetings, client phone calls and correspondence, assisting with new business applications and client reviews, all the while ensuring responsibilities are all carried out in a timely and professional manner.

Job Responsibility:

Provide a friendly and professional point of contact for clients and enquiries
Organise existing and prospective client meetings and actively manage Financial Consultants diary
Liaise with clients on any administration queries they may have
Manage client service needs and client expectations
Ensure action points resulting from client meetings get diarised and dealt with
Preparation of meeting packs and new business for signing up
Completion, submission and follow up of applications
Organise client review meetings
Preparation of client valuation reports and client review reports
Ensure follow up letters are sent in a timely manner
Maintenance of client records
General administrative support

Requirements:

Previous office support experience within a corporate environment
Accuracy and strong attention for detail
Excellent organisational and time management
The ability to work under pressure and prioritise
Excellent communication, both verbal and written
Competent IT user
A positive and proactive approach to work and a desire to help and support the wider team
Calm and considered outlook in approach to problem solving

What we offer:

Annual company bonus scheme
Generous annual leave allowance of 25 days, plus Bank Holidays
Fully expensed Summer and Christmas employee parties
Conveniently located luxurious office
Pension scheme for long-term financial security
Friendly and highly welcoming team
Development opportunities
Great working environment and company culture

Additional Information:

Job Posted:
November 07, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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