Client Administrator (Financial Planning)

Description

Job role: Client Administrator (Financial Planning)

Location: Cheshire, SK9

Salary: GBP25,000 - GBP30,000 + Benefits

Reference Number: 9950

Recruit UK is supporting a highly regarded wealth management firm in Alderley Edge which are looking for a Client Administrator to join their dynamic team.

Why this role?

This is an opportunity to join a people-first business that prides itself on making complex financial matters simple, delivering an exceptional client experience, and supporting employees to grow and succeed. You'll play a vital role at the heart of client relationships - ensuring their financial affairs are managed smoothly while working closely with Paraplanners and Financial Planners.

Whether you're returning to work, building on previous financial services experience, or taking your first step into the sector, this is a role where your attitude, values, and people skills matter most.

What you'll be doing

Acting as a key point of contact for clients, handling queries with empathy and professionalism.Supporting Financial Planners and Paraplanners in the smooth delivery of financial plans.Managing the administration of client accounts, ensuring accuracy and compliance.Building strong relationships with clients, providers, and colleagues.Contributing to a positive team culture with a shared focus on client outcomes.What we're looking for

Previous experience in financial services (e.g. banking, wealth management, IFA admin) is beneficial but not essential.GCSE (or equivalent) education required; higher qualifications welcomed.Organised, detail-focused, and comfortable working with IT systems.Excellent communication and interpersonal skills, with a genuine desire to help others.Values-driven - honesty, empathy, determination, and authenticity are central to your approach.What's on offer

Salary GBP25,000 - GBP30,000 (depending on experience).Company pension scheme.Life insurance.Private medical insurance.Private dental insurance.Supportive, people-focused culture with opportunities for career growth in financial services.The opportunity

This is more than an administrative role - it's your chance to build meaningful relationships, contribute to life-changing financial planning, and develop your career within a collaborative and values-led firm.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Cheshire on a Client Administrator role.

Our commitment to you

Start every journey with a conversation to find out about you in depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Ad ID: 5417315866