Client Administrator
Core
Provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact and operational support.
Role type
Client Administrator (Financial Planning)
Builds
Client relationships, meeting packs, valuations, and accurate client records for investment and pension products.
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Client relationship management, administrative support for investment/pension products, regulatory compliance, data entry and record keeping, liaison with third-party providers, preparation of meeting packs and valuations, risk identification and reporting.
Responsibilities
Maintain back-office systems and client records; liaise with operational teams for scripts, transfers, and corporate actions; process new business and AML documentation; encourage client use of digital tools; identify and report risks or breaches.