Financial Services Operations

Client Administrator

£35k - £35k per annum

City of London, London

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About the role:

A Leading financial service provider in London is hiring 2 Client Administrators on a permanent basis. The main responsibilities for these positions are to provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Tasks and Responsibilities:

  • To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
  • To build relationships with clients and maintain regular contact.
  • Maintain back-office systems and client records in line with the company policies.
  • Request policy information from third party policy providers if applicable.
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
  • Preparation of meeting packs and valuations (as required)
  • Assist investment managers in the preparation of new business pitches and presentations (Management admin only).
  • Deal with cash transfers, foreign exchange transactions and monitoring of account balances
    for clients (Investment Management admin only).
  • Process all business in accordance with required processes & proactive pipeline management,
    to include establishing new accounts on internal systems and collating Anti-Money Laundering documentation as required.
  • Identify and report any risks, breaches, or errors through ensuring risks are logged through to
    mitigating actions and controls.
  • To encourage client, use of portal and other digital tools, provide guidance where required.
  • To collaborate and share best practices with colleagues.

Skills and Experience:

  • Proven experience working in the financial services industry- ideally 2 to 5 years’ experience.
  • A strong ethic of client service.
  • Ability to work under pressure and to prioritise work.
  • Excellent communication skills both written and verbal, influencing and organisational skills.
  • Ability to use judgement and reasoning to propose solutions to problems.


  • £30K-35K p.a. depending on experience
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

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