Client Administrator – Wealth Management
Recruit UK · Macclesfield
Job description
About the role
The client administrator will act as a primary point of contact for clients of a respected wealth management firm. You will support advisers by handling client administration tasks and ensuring compliance with regulatory and internal standards.
Key responsibilities
- Work closely with advisers and internal teams to deliver smooth client services.
- Complete all client activity accurately, adhering to regulatory requirements and internal procedures.
Required profile
- Experience as an administrator dealing with clients within Financial Services.
- Ideally, experience supporting financial advisers in a regulated environment.
- Understanding of SIPP and SASS pension schemes.
- Excellent communication skills at all levels.
Required skills
- XPLAN
What we offer
- Competitive salary up to £33,000 depending on experience.
- Hybrid working arrangement.
- 25 days of annual leave plus Bank Holidays.
- Pension contribution and a strong benefits package.
- Fantastic workplace culture.
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Published 7 hours ago
Expires 2 days from now
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Recruit UK
Macclesfield