Wealth Management Client Administrator

Senior Client Administrator Location: Altrincham, Cheshire Salary: Competitive, depending on experience Job Type: Full-time, Permanent Hours: Monday to Friday, with flexibility on hours Working Pattern: Hybrid working following successful completion of probation The Role We are looking for a proactive and highly organised Senior Client Administrator to join a growing financial planning team. You will play a key role in supporting Advisers and clients throughout the financial planning process, taking ownership of new business administration and ensuring applications are processed accurately, efficiently and within agreed timescales. This is an excellent opportunity for someone who enjoys working in a fast-paced, client-focused environment and takes pride in delivering a high level of service. Key Responsibilities Business Processing Process new investment, pension and protection applications. Monitor new business from submission through to completion. Liaise with providers and third parties to obtain updates and resolve outstanding requirements. Chase outstanding documentation, transfer requests and information to ensure cases progress efficiently. Keep Advisers and clients updated throughout the application process. Maintain accurate client records and CRM systems. Take ownership of the business pipeline and ensure cases are progressed efficiently. Client Administration Maintain accurate client information within CRM systems. Prepare client presentation packs and ..... full job details .....