Average Client Administrator salary in the UK

A fantastic opportunity to join a growing financial planning business, providing vital support to Financial Planners and helping deliver an exceptional service to clients. This role is ideal for an experienced Administrator from a financial planning, wealth management or IFA background who enjoys working in a fast-paced, client-focused environment.The RoleYou will support Financial Planners with all aspects of client administration, ensuring new business is processed efficiently and client records are maintained accurately.Key responsibilities include:Processing new business applications across pensions, investments and protection Managing Letters of Authority and obtaining policy information from providers Liaising with providers, clients and third parties to progress cases Maintaining accurate client records and updating internal systems Preparing and issuing client documentation Providing updates on pipeline business to advisers Supporting advisers ahead of client meetings Handling client and provider enquiries by phone and email Ensuring all work is completed in line with compliance requirements Supporting process improvements and operational efficienciesWhat We're Looking ForExperience within a financial planning, wealth management or IFA environment Previous administration experience Strong organisational skills and attention to detail Excellent communication skills Ability to manage multiple priorities effectively Proficient in Microsoft Office and back-office systemsBenefitsCompetitive salary Annual bonus Private medical insurance Death in service cover Pension scheme Income protection Hybrid working 25 days annual leave plus bank holidays Ongoing training and developmentThis is an excellent opportunity to join a growing financial planning business in Leamington Spa. To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

A highly respected and rapidly growing wealth management firm is seeking a Senior Client Administrator to join its expanding team.This is an exciting opportunity to join a business at a pivotal stage of growth, offering excellent long-term career prospects and a genuine commitment to developing talent from within. The firm has built a strong reputation for delivering high-quality financial planning services and prides itself on maintaining a collaborative, supportive and people-focused culture.The OpportunityWorking closely with Financial Advisers, Paraplanners and fellow support staff, you will play a key role in delivering an exceptional client experience and ensuring the smooth running of the financial planning process. The successful candidate will be responsible for managing client servicing activities, processing new business, liaising with providers, maintaining accurate records and supporting Advisers with ongoing client requirements.What's on Offer?£34,000 basic salaryPerformance-related bonusFlexible hybrid working arrangementUp to 30 days annual leavePrivate medical insurance5% employer pension contributionSupportive and collaborative team environmentClear progression opportunities as the business continues to growAbout YouPrevious experience within a financial planning or wealth management environmentStrong client servicing and administrative skillsExperience supporting Financial Advisers and handling new business processesExcellent communication and organisational abilitiesA proactive and professional approach to client serviceThis role would suit an experienced Wealth Management Administrator or Senior Client Administrator looking to join a forward-thinking firm where they can make a genuine impact and progress their career over the long term.If this role sounds like the right opportunity for you and you would like more information, please send your CV to: Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Our client is looking for a Client Services Administrator to join their Wealth Management team based in Canterbury. This will be an office based role, parking is available.Main Duties and Responsibilities:- Achieve a comprehensive understanding of the new business process and assist to develop where necessary. Submitting all forms of new business. Creating New Business Event and updating once on risk / NTU’d. Ensuring that cases are progressed to the point of transfer completion and plans are put on risk. Updating X-Plan with full plan details. Follow the correct procedures to close off transferred / re-broked plans. Adding fund accounts and initial funds – including full account details e.g. risk profile, account type, mandate etc. Downloading all contract notes and saving to client records. Send communication to client once new plans are in place, along with policy documents, where applicable.Send fortnightly communications to the Advisers with updates on their cases.Ensure all cases are signed off by the Compliance Department and all pre- submissions are progressed until completion.Liaising with clients to arrange medical appointments.Following and updating threads on X-Plan and ensure all tasks are closed off on completion.Fund switches where new business is completed.Any other reasonable task that may be asked of you. Salary is expected to be in the range of £30k (DOE.)If you are interested in applying for this position then please forward your CV to Sam at Artemis Recruitment.