Client Administrator

Job Title: Client Administrator

Industry: Financial Planning

Location: Hertfordshire

Salary: Up to £28,000

Job Reference: 10580

Job Description:

Our client is a Hertfordshire based boutique financial planning and wealth management firm that provides tailored investment, retirement, tax, and estate planning solutions. They are looking for a proactive and organised Client Administrator to support our Financial Advisers in delivering an efficient, personal, and seamless client experience.

Duties:

• Prepare documentation and meeting packs for client meetings.
• Process new business, client onboarding and ongoing administration.
• Liaise with product providers regarding investments, pensions and protection policies.
• Maintain accurate client records and update CRM systems.
• Ensure all work complies with FCA regulations and St. James's Place standards.
• Support Consumer Duty requirements and attend relevant compliance training.
• Prepare Annual Review and Fund Switch reports.
• Assist with new investment and pension cases, including regular contributions and lump sum investments.

Skills and experience required:

• Excellent telephone and communic...