Overview

Job Title: Client Administrator

Location: Bracknell (Hybrid – 3 days office based, after probation)

Salary: £25,000 – £30,000 per annum

Job Type: Full-time

About the Role

An ambitious and detail-oriented Client Administrator is required to join a highly respected wealth management and financial planning firm. This role will see you providing full administrative support to Financial Planners, assisting with investment-related tasks, and building strong relationships with clients to ensure an excellent client experience.

This is a fantastic opportunity to develop your career in financial services, with structured training and professional development on offer.

Responsibilities

• Provide full administrative support to aligned Financial Planners.
• Build and maintain strong relationships with clients, delivering excellent service.
• Liaise with operational teams to support activities such as transfers, corporate actions, and data updates.
• Prepare meeting packs, valuations, and supporting documents.
• Assist in preparing new business pitches and client presentations.
• Maintain accurate client records and back-office systems in line with policies.

Skills & Experience

• Proven experience in the financial services industry.
• Strong organisational and prioritisation skills, able to work under pressure.
• Excellent communication skills, both written and verbal.
• A strong client service ethic with the ability to build lasting relationships.
• Problem-solving skills with sound judgement.
• Knowledge of investments, pensions, and life assurance (desirable).
• Ambition to develop within financial services, with an interest in further qualifications.

Benefits

• Competitive salary: £25,000 – £30,000
• Hybrid working (3 days office-based after probation)
• Private medical insurance
• Life assurance
• Pension contributions
• Generous holiday allowance + option to purchase additional days
• Shared parental leave
• Ongoing study support and professional development opportunities