Client Administrator - Chester
HybridChester, England, United Kingdom
Chester, England, United KingdomHybridFull TimeMedium
Full TimeMedium
Job Summary
Manage client reviews by supporting suitability reports, chasing outstanding cases, and ensuring timely delivery. Maintain CRM accuracy and compliance while keeping physical files organized and audit-ready. Support Financial Planners with scheduling annual reviews, preparing meeting packs, and managing client segmentation and service levels. Build strong relationships with advisers and clients to ensure all post-meeting actions are completed within agreed SLAs. This role is essential in enabling planners to focus on building strong client relationships and delivering strategic advice.
Required Qualifications
- 2-5 years experience as a Financial Planning administrator
- fantastic knowledge of Financial Planning products and processes
- 2+ years experience in a Financial Planning administrator role
- Knowledge of financial products: pensions, investments and protection
- Highly organised
- proactive mindset
- ability to anticipate adviser and client needs
- Strong attention to detail
- accuracy
- Confident written and verbal communication
- ability to handle client queries professionally
- Comfortable working with cloud-based systems
- using technology (including AI tools) to improve efficiency
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