Client Administrator
Client Administrator / Fully Funded Exam Support / Grow your CareerGlynde, East SussexFull-time, 37.5 hours/week (Monday to Friday, 9am–5pm)Office-basedCirca £35,000 DOE25 days holiday + bank holidays + birthday offBupa cashback schemeDiscretionary bonusAbout UsA long-established, client-focused financial planning firm with circa £100m AUM. We deliver proper financial planning, not sales, not volume, built around long-term relationships and detailed client understanding. With two advisers soon to be three, we’re looking for a dependable, career-minded administrator who wants to be part of a close-knit, growing team.Client Administration & ServicingFirst point of contact for clients, phone, email, and in personPrepare the meeting room, refreshments, and paperworkCoordinate birthday cards, thank you notes, client giftsManage incoming/outgoing post and occasional Post Office tripsKeep the CRM accurate and up to dateAnnual Review SupportCarry out AML and ID checksPull valuation statements and prep review packsBook and follow up on client meetingsHandle post-meeting adminBusiness ProcessingIssue Letters of Authority, chase providers, track new businessSubmit new business applications and keep clients informedMaintain marketing lists e.g. newslettersLight Operational TasksHelp with things like the stationery order, fire alarm tests, and general office upkeepBe a reliable team presence when others are out of the officeMust-Haves:2 years admin experience in a professional client settingConfident learning and handling pensions and investments admin processesExcellent attention to detail and organisationStrong communication and a professional mannerProactive and dependable, you take pride in doing things properlyNice-to-Haves:Experience with a CRMFamiliar with Voyant helpful but not essentialKnowledge of FCA-regulated processes
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