WEALTH MANAGEMENT CLIENT ADMINISTRATOR - ALTRINCHAM, CHESHIRE

We are currently recruiting for an experienced Senior Client Administrator to join a growing financial planning business in Altrincham.

This is an excellent opportunity for an organised and proactive Financial Services Administrator who enjoys working closely with Advisers, clients and providers and takes pride in delivering a high level of service.

You will take ownership of new business administration, ensuring applications are processed accurately, efficiently and within agreed timescales, while providing ongoing support throughout the client journey.

Key Responsibilities:

• Process new investment, pension and protection applications.
• Manage new business cases from submission through to completion.
• Liaise with providers and third parties to obtain updates and resolve outstanding requirements.
• Chase outstanding documentation and information to keep cases progressing.
• Keep Advisers and clients updated throughout the process.
• Maintain accurate client records and CRM systems.
• Prepare client presentation packs and meeting documentation.
• Support Advisers with post-meeting administration and implementation of recommendations.
• Arrange and support regular case review meetings.
• Act as a key point of contact for Advisers, clients and providers.
• Ensure all documentation is accurate and compliant with FCA requirements.
• Support the wider team with general administration and process improvements.

About You:
We are looking for someone who is:

• Experienced within financial services, wealth management or professional services administration.
• Highly organised with excellent attention to detail.
• Confident managing multiple priorities and deadlines.
• A strong communicator with a professional telephone manner.
• Proficient in Microsoft Office, including Word, Excel, Outlook and Teams.
• Comfortable working independently while contributing positively to a team.
• Proactive, professional and client-focused.
• Experience with Salesforce or another CRM system would be advantageous, as would knowledge of investments, pensions, protection and financial services new business processes.

What's on Offer:

• Competitive salary
• 25 days' annual leave plus your birthday off
• Company pension scheme
• Life assurance
• Employee benefits and discounts
• Company social events
• Ongoing learning and development
• Hybrid working following successful completion of probation
• Supportive and collaborative team environment
• Long-term career development opportunities

If you are an experienced Client or Financial Services Administrator looking for your next opportunity in the Altrincham area, we'd love to hear from you.