Average Client Administrator salary in City of London

We are working with a well-established, multi-award-winning boutique wealth management firm, based in the City of London, providing independent financial advice to high-net-worth individuals and their families.The firm advises across Pensions, Investments and Life Assurance from the whole of the market and is widely recognised within the industry for the quality of its client service and professional standards.Due to continued growth, including multiple recent acquisitions across the UK, the business is now looking to appoint two Client Support professionals to join its London team.The RolesTwo Client Support opportunities are available, offering distinct career paths:Client Support – FP Administration PodThis role sits within a team-based support structure and would suit an experienced career Financial Planning Administrator who enjoys a structured environment supporting multiple advisers.Salary towards the higher end of the banding.Client Support – Dedicated Adviser SupportThis position supports two Financial Planners directly and is well suited to someone looking to broaden their exposure and progress their career within Financial Planning.Key ResponsibilitiesSupporting the financial planning and advice process to ensure a high-quality client experienceProcessing new client documentation in line with internal procedures and data protection requirementsCreating and maintaining accurate client records on the CRM systemLiaising with product providers to obtain policy and investment informationPreparing client meeting packs and supporting documentationWorking closely with Advisers and Paraplanners to issue reports and new business applicationsMaintaining accurate records of client and provider communicationsEnsuring all activity is completed in line with compliance and regulatory standardsCandidate ProfileThe successful candidate will demonstrate:Previous experience within a Financial Planning / Wealth Management support roleStrong communication skills at all levelsA methodical approach with the ability to manage and prioritise multiple tasksThe ability to work well within a team and on their own initiativeA client-focused mindset with high attention to detailIT literacy, including MS Word and ExcelA desire to pursue or continue financial services qualifications (fully supported)Package & Benefits£32,000 – £38,000 basic salaryQuarterly bonus (c. 15% of salary)Employee Shareholder SchemeComprehensive benefits package25 days holiday plus 3 additional days over ChristmasHybrid working – 3 days per week in the officeExcellent long-term career development opportunities as the firm continues to grow nationallyA first class opportunity to work for a growing business offering genuine career development opportunities.

Client Liaison Officer | £32,000 - £34,000 | London | Hybrid Working For a well-established growing Professional Services firm with a strong reputation, we're recruiting a permanent Client Liaison Officer. Working closely working with the Head of Finance and Senior Leadership Team, the Client Liaison Officer will play a key role in the Operations and Finance team and take ownership of key Client onboarding processes, and contribute to regulations, KYC and AML. This role offers a mix of core client-facing responsibility and relationship-management exposure, supporting multiple clients / entities, leading on administration support and client onboarding, working closely with stakeholders across the business. This is an exciting time to join an expanding fast-paced company, with a sociable and supportive culture.Main Duties:Relationship Management: Be the first point of contact when onboarding a new client, keeping clients informed of deadlines, progress updates, and outstanding requirementsCommunication & Coordination: Liaise between clients and internal departments to ensure smooth service delivery and schedule meetingsFollow up on outstanding documents and information required for compliance work and coordinate onboarding activities for new clientsAdministrative Support: Maintain accurate client records within the company's practice management system; Prepare engagement documentation and monitor completionTrack client deadlines and assist in managing workflowUpload and organise client documents and assist with electronic signatures and document requestsClient Onboarding: Guide new clients through the onboarding processCoordinate identity verification and anti-money laundering (AML)Ensure all required engagement documents are completed before work beginsProvide clients with information on how to use the firm's software and portalsPerson Specification:Excellent verbal and written communication skills: Excellent with peopleProactive, ability to work in a fast-paced environment, and adaptable to changing prioritiesStrong attention to detail, and the ability to challenge and improve processes Ideally a professional services or multi-entity company backgroundExposure to process improvement or system changesAML and KYC experience________As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Client Liaison Officer | £32,000 - £34,000 | London | Hybrid Working For a well-established growing Professional Services firm with a strong reputation, we're recruiting a permanent Client Liaison Officer. Working closely working with the Head of Finance and Senior Leadership Team, the Client Liaison Officer will play a key role in the Operations and Finance team and take ownership of key Client onboarding processes, and contribute to regulations, KYC and AML. This role offers a mix of core client-facing responsibility and relationship-management exposure, supporting multiple clients / entities, leading on administration support and client onboarding, working closely with stakeholders across the business. This is an exciting time to join an expanding fast-paced company, with a sociable and supportive culture.Main Duties:Relationship Management: Be the first point of contact when onboarding a new client, keeping clients informed of deadlines, progress updates, and outstanding requirementsCommunication & Coordination: Liaise between clients and internal departments to ensure smooth service delivery and schedule meetingsFollow up on outstanding documents and information required for compliance work and coordinate onboarding activities for new clientsAdministrative Support: Maintain accurate client records within the company's practice management system; Prepare engagement documentation and monitor completionTrack client deadlines and assist in managing workflowUpload and organise client documents and assist with electronic signatures and document requestsClient Onboarding: Guide new clients through the onboarding processCoordinate identity verification and anti-money laundering (AML)Ensure all required engagement documents are completed before work beginsProvide clients with information on how to use the firm's software and portalsPerson Specification:Excellent verbal and written communication skills: Excellent with peopleProactive, ability to work in a fast-paced environment, and adaptable to changing prioritiesStrong attention to detail, and the ability to challenge and improve processes Ideally a professional services or multi-entity company backgroundExposure to process improvement or system changesAML and KYC experience________As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.