Client Administrator

This is a great opportunity to join this thriving, established Financial Planning firm in the happiest borough in London. Our client is looking for an administrator to support their financial planners. Key responsibilities: - Maintain CRM systems, updating client information - Preparation of client meeting packs and valuations - Onboard new clients, prepare and process client applications, transactions and paperwork - Implementation of client advice; analysing data and suitability report writing - Organise client meetings and reviews - Liaise with clients, insurance companies, investment providers and various platforms. - General office administration Skills and background: - Previous experience in a similar role - minimum 3 years experience - Strong communication skills and attention to detail - Analytical and able to multitask - Friendly and positive - Proactive and a "go-the extra-mile" attitude - Some knowledge of financial planning software would be ideal Competitive salary and benefits. Hybrid working.

Location: Teddington, Middlesex, GB

Posted Date: 7/16/2025