Average Client Administrator salary in Kingston Upon Thames

This is a great opportunity to join this thriving, established Financial Planning firm in the happiest borough in London. Our client is looking for an administrator to support their financial planners. Key responsibilities: - Maintain CRM systems, updating client information - Preparation of client meeting packs and valuations - Onboard new clients, prepare and process client applications, transactions and paperwork - Implementation of client advice; analysing data and suitability report writing - Organise client meetings and reviews - Liaise with clients, insurance companies, investment providers and various platforms. - General office administration Skills and background: - Previous experience in a similar role - minimum 3 years experience - Strong communication skills and attention to detail - Analytical and able to multitask - Friendly and positive - Proactive and a "go-the extra-mile" attitude - Some knowledge of financial planning software would be ideal Competitive salary and benefits. Hybrid working.

Associate - Private Client (3-6PQE) at a leading UK law firm with office based in Kingston upon Thames.Flexibility with a hybrid working model. Client Details A leading UK law firm known for their expert legal services, with a mix of commercial, not-for-profit and private clients. Description Associate - Private Client (3-6PQE) Client focused team, dealing with a range of private client work.Estate planning and the administration of trusts and estates.Conduct of own caseload under line management of supervising partnerNetworking, article writing, cross-departmental relationship building, developing referrer relationships such as Accountants, Wealth managers etcTime recording and billing to reach annual targets.Developing and maintaining excellent relationships with both clients and with other professionals. Profile 3-6 years PQE2:1 degree and ideally commendation at LPC levelWorking towards qualification of a relevant professional body such as STEP (Society of Trust and Estate Practitioners) or ATT Job Offer Associate - Private Client (3-6PQE) for a leading UK based law firm. Competitive salary with generous benefits.Stimulating work environment, working alongside friendly and supportive colleagues.Excellent career development opportunities

Are you an experienced administrator in the financial planning or wealth management sector looking for a supportive, client-focused environment where you can thrive? A highly respected, boutique financial planning firm in Teddington is seeking a dedicated Client Support Administrator to join their close-knit team. This is a fantastic opportunity to play a key role in delivering exceptional service to high-net-worth clients, working alongside a team of experienced financial planners and support staff. What you’ll be doing: You’ll be responsible for delivering seamless administrative support throughout the client journey — from onboarding through to annual reviews. The role is varied and engaging, with opportunities to contribute to wider projects and process improvements. Key responsibilities include: Preparing client meeting packs, valuations, and documentation Maintaining and updating CRM systems (Adviser Cloud) with accuracy and compliance Onboarding new clients and supporting account maintenance Processing client applications, transactions, and implementing advice Liaising with clients, advisers, providers, and third parties Coordinating and scheduling client appointments and reviews Assisting with marketing and business development initiatives Supporting general office administration and project work What we’re looking for: Minimum 3 years’ experience in financial planning or wealth management administration Strong communication skills and confidence working with high-net-worth clients Meticulous attention to detail and excellent organisational skills Ability to manage competing priorities and meet deadlines Professional, team-oriented approach with a willingness to learn Proficiency in Microsoft Office; CRM experience (Adviser Cloud a bonus) What’s on offer: Competitive salary up to £40,000 (dependent on experience) Auto-enrolment pension scheme A friendly, collaborative team environment Office-based role with a healthy work-life balance Opportunity to grow and develop within a respected financial planning firm If you’re a self-motivated, detail-oriented individual with a passion for delivering excellent client service, we’d love to hear from you.