Back to search
Location:Â Warwick (Hybrid working available)Employment Type:Â PermanentSalary:Â Competitive, based on experienceStart Date:Â ASAP
Are you passionate about delivering exceptional client service and looking to grow your career in a dynamic, tech-forward financial services environment? We’re looking for a proactive and detail-oriented Client Administrator to join a collaborative and fast-growing team.
This is more than just an admin role. You’ll be at the heart of a modern wealth management business that’s redefining how financial advice is delivered. You’ll work closely with advisers and internal teams to ensure clients receive seamless, high-quality support.
Your day-to-day will include:
- Managing adviser diaries and booking client meetings
- Preparing meeting packs and processing new business
- Liaising with clients and providers to chase outstanding requirements
- Maintaining accurate records and ensuring timely communication
- Supporting a team that values innovation, collaboration, and client care
What’s in it for you?
- A supportive team culture with real opportunities for personal and professional growth
- Exposure to cutting-edge financial technology and streamlined processes
- A chance to make a meaningful impact in clients’ financial journeys
- Competitive salary and benefits package
- Ongoing training and development, including support for industry qualifications
