Client Administrator

Recruit UK Ltd
London

Job Title: Client Administrator


Industry:
Financial Services


Location:
London


Salary:
Up to £40,000


Job Reference:
9743

Are you an experienced financial planning administrator looking to align yourself with an award-winning firm?


Looking to join a company that recognises and rewards your hard work?

Recruit UK is working with a modern firm, who are very well respected in the area. They offer a holistic service and understand what their clients want.

They have an opportunity for a Client Administrator to join their team in London, to work closely with the Financial Planners to deliver expert advice to clients. The administrator role is pivotal to the financial planning process and ensures clients always receive an exemplary client service. This why having experienced working for an IFA firm is very important.

The role will involve speaking to clients, preparing documentation for client meetings, maintaining records, and speaking to 3rd party providers.

This firm is a company that breaks the mould, and this is your opportunity to be part of it!


What’s in it for you:

  • Salary Up to £40,000 (dependent on skill set and experience)
  • Hybrid working
  • Opportunity to be part of dynamic, modern team/company
  • Well-being initiatives
  • Support with professional development

Skills and experience required:

  • Previous experience working as a financial planning administrator.
  • Excellent written and verbal communication skills
  • A natural in building relationships
Posted 2025-07-16

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