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Client Administrator

Atomos Investments Limited

Fareham

On-site

GBP 25,000 - 45,000

Full time

20 days ago

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Join a forward-thinking company in the heart of Fareham, where you will play a pivotal role in enhancing client experiences in Financial Planning. As part of a supportive team, you will assist Advisers in managing their diaries and client relationships, ensuring seamless communication and service delivery. This role offers a unique opportunity to develop your skills in a dynamic environment while making a tangible difference in clients' financial journeys. With a commitment to professional growth and a culture that values each individual, this position promises both challenge and reward in equal measure.

Competitive Pension Scheme

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Experience in Wealth Management or Financial Planning is essential.
Strong knowledge of financial products like pensions and investments.

Support Advisers with diary and case management for client meetings.
Liaise with pension and insurance providers to process applications.

Wealth Management Experience

Financial Planning Knowledge

Intermediate Excel Skills

Organizational Skills

Client Relationship Management

Diploma in Financial Planning

Xplan

Career

Have you started your career in Financial Planning? Have you completed some RO exams on your way to gaining a diploma in Financial Planning? Do you have a good understanding of financial planning administration and strive to make a difference to your advisers and their clients?

About the role

You will play a crucial role in shaping our service delivery within our Fareham office. You will support one to two Advisers, helping them create a great client experience by assisting with diary management, case management, and building client relationships through both Teams calls and face-to-face meetings in the office.

For this role, you must be approachable, organised, and skilled at multitasking with ease.

Accountabilities

Liaise with 3rd party pension and insurance providers and navigate their platforms.
Process new business applications.
Co-ordinate Financial Planner’s diaries and arrange client meetings/reviews.
Collate annual review packs and reports needed for client meetings.
Interact with clients and be the first point of call to help with their questions.
Ensure CRM is updated with all client contact and progress on cases.
Stay up to date on changes to regulations and provider requirements, fully utilising our CRM system (we use Xplan) to enhance our digital financial planning tools.

Skills and Experience

Experience working in a similar role within Wealth Management, Financial Planning, or Financial Services.
Good level of knowledge of financial products including pensions, investments, and protection.
Intermediate Excel skills e.g. Pivot Tables.
Process driven, comfortable with numbers, and highly organised.
Able to look at data and easily find mistakes or information that isn’t quite in the right place.
Enjoy delighting clients with great outcomes.
Want to be part of a team that appreciates you - we know you as a person.

Benefits

Competitive Pension Scheme - employer contributes 6%, you contribute 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection

Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.

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