Administrator - Private Client and Employee Benefits

About the role

We are seeking a highly organised Administrator to support our boutique wealth management firm’s private client and employee benefits services. Based in London, you will act as the first point of contact for client enquiries and help deliver bespoke financial solutions.

Key responsibilities

• Manage client queries and liaise with product providers for private and corporate schemes.
• Oversee administration and review processes for pensions, investments, group risk and specialist insurance.
• Process new business applications and maintain accurate records.
• Collaborate with internal teams to ensure a first‑class service for both internal and external stakeholders.

Required profile

• In‑depth knowledge of wealth management and employee benefits processes.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a close‑knit team.
• Progress towards professional qualifications is preferred.

Required skills

What we offer

• Competitive salary range of £40,000‑£45,000 per year.
• Generous basic benefits package.
• Opportunities for professional development within an innovative firm.