Client Services / Wealth Management Administrator
other jobs Pure Resourcing Limited
Added before 9 Days
- England,London,City of London
- Full Time, Permanent
- £30,000 - £40,000 per annum
Job Description:
Client Services / Wealth Management Administrator
Location: City, London (Hybrid)
Salary: Up to £40k Basic + Bonus + Benefits
Our client is an award-winning financial service provider based in the City of London.
We’re looking for a highly organised, detail-driven Client Relationship Manager / Wealth Management Administrator to play a key role in delivering a seamless client experience from first contact through to ongoing service.
You’ll be supporting a team of advisers across the full client journey - preparing for meetings, managing onboarding, handling new business, and keeping everything compliant, accurate, and on track.
Responsibilities:
*Managing client cases end-to-end (prospect to onboarding to ongoing service)
*Preparing files, fact finds, and documentation for adviser meetings
*Handling AML/KYC checks and onboarding processes
*Submitting and tracking new business and transfers
*Liaising with providers, platforms, and clients
*Maintaining CRM records and keeping pipelines moving
*Supporting advisers with tools like FE Analytics and Voyant
Experience required:
*Experience in wealth management or financial planning administration essential
*Strong organisation and attention to detail
*Confident communicator with a client-first mindset
*Proactive, solutions-focused, and able to manage multiple cases
Location: City, London (Hybrid)
Salary: Up to £40k Basic + Bonus + Benefits
Our client is an award-winning financial service provider based in the City of London.
We’re looking for a highly organised, detail-driven Client Relationship Manager / Wealth Management Administrator to play a key role in delivering a seamless client experience from first contact through to ongoing service.
You’ll be supporting a team of advisers across the full client journey - preparing for meetings, managing onboarding, handling new business, and keeping everything compliant, accurate, and on track.
Responsibilities:
*Managing client cases end-to-end (prospect to onboarding to ongoing service)
*Preparing files, fact finds, and documentation for adviser meetings
*Handling AML/KYC checks and onboarding processes
*Submitting and tracking new business and transfers
*Liaising with providers, platforms, and clients
*Maintaining CRM records and keeping pipelines moving
*Supporting advisers with tools like FE Analytics and Voyant
Experience required:
*Experience in wealth management or financial planning administration essential
*Strong organisation and attention to detail
*Confident communicator with a client-first mindset
*Proactive, solutions-focused, and able to manage multiple cases
Job number 3625574
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Company Details:
Pure Resourcing Limited
Company size: 5–9 employees
Industry: Recruitment Consultancy
Pure Resourcing has established itself as one of the UK’s leading financial services recruiters, specialising within the mortgage, secured loans...