Client Administrator

Client Administrator / Fully Funded Exam Support / Grow your Career

Glynde, East Sussex

Full-time, 37.5 hours/week (Monday to Friday, 9am-5pm)

Office-based

Circa £35,000 DOE

25 days holiday + bank holidays + birthday off

Bupa cashback scheme

Discretionary bonus

About Us

A 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 & Servicing

• First point of contact for clients, phone, email, and in person
• Prepare the meeting room, refreshments, and paperwork
• Coordinate birthday cards, thank you notes, client gifts
• Manage incoming/outgoing post and occasional Post Office trips
• Keep the CRM accurate and up to date

Annual Review Support

• Carry out AML and ID checks
• Pull valuation statements and prep review packs
• Book and follow up on client meetings
• Handle post-meeting admin

Business Processing

• Issue Letters of Authority, chase providers, track new business
• Submit new business applications and keep clients informed
• Maintain marketing lists e.g. newsletters

Light Operational Tasks

• Help with things like the stationery order, fire alarm tests, and general office upkeep
• Be a reliable team presence when others are out of the office

Must-Haves:

• 2 years admin experience in a professional client setting
• Confident learning and handling pensions and investments admin processes
• Excellent attention to detail and organisation
• Strong communication and a professional manner
• Proactive and dependable, you take pride in doing things properly

Nice-to-Haves:

• Experience with a CRM
• Familiar with Voyant helpful but not essential
• Knowledge of FCA-regulated processes