Client Administrator

To enable our advisers to focus their time on seeing clients, we have invested in developing a brilliant operations team.

Job Title: Client Administrator

Location: Altrincham, Cheshire
Employment Type: Full-time, Monday to Friday (flexibility on hours)
Reports to: Head of Paraplanning & Administration

To apply for this role, please send a copy of your CV to [email protected].

About the Role

As a Client Administrator, you will play a pivotal role in supporting our advisers and clients throughout the financial planning process. You will take ownership of the administration and processing of new business, ensuring applications are submitted accurately, progressed efficiently and completed without unnecessary delays.

Working closely with advisers, clients and product providers, you will help deliver a seamless end-to-end client experience while maintaining the highest standards of accuracy and regulatory compliance.

Key Responsibilities

Business Processing

• Submit new investment, pension and protection applications through St. James’s Place’s Electronic Business Submission (iBusiness) system.
• Monitor new business from submission through to completion, proactively managing each case to ensure it progresses smoothly.
• Liaise with St. James’s Place and external providers to obtain updates, resolve outstanding requirements and minimise delays.
• Chase outstanding documentation, transfer requests and provider information to ensure timely completion of applications.
• Keep advisers and clients informed of progress throughout the application process.
• Update client records and CRM systems once applications have completed.
• Take ownership of your business pipeline, ensuring all cases are progressed efficiently and accurately.

Client Administration

• Input and maintain accurate client information within Salesforce.
• Prepare high-quality client presentation packs and documentation for meetings and client signatures.
• Maintain accurate electronic client records and documentation.
• Support advisers with post-meeting administration and implementation of recommendations.
• Ensure all client documentation is processed in accordance with internal procedures and FCA requirements.

Adviser and Client Support

• Arrange weekly case review meetings with advisers to discuss pipeline progress and agree next actions.
• Act as a key point of contact for advisers, clients and providers regarding ongoing cases.
• Provide clients with timely and professional updates on the progress of their applications.
• Build strong working relationships with colleagues and external providers to support excellent client outcomes.

General Administration

• Support the smooth day-to-day running of the office.
• Assist with stock management and ordering of office supplies.
• Contribute to continuous improvements in administrative processes and ways of working.
• Provide administrative support to the wider Operations Team as required.

Skills & Experience

Essential

• Previous administration experience within financial services, wealth management or a professional services environment.
• Excellent organisational skills with the ability to manage multiple priorities.
• High level of attention to detail and accuracy.
• Strong communication skills, both written and verbal.
• Professional and confident telephone manner.
• Proficient in Microsoft Office, including Outlook, Word, Excel and Teams.
• Ability to work proactively and independently while contributing positively to a team environment.
• High level of integrity and commitment to maintaining confidentiality.

Desirable

• Experience using Salesforce or other CRM systems.
• Knowledge of St. James’s Place systems, including iBusiness.
• Understanding of investments, pensions and protection products.

About You

You’ll be a highly organised, proactive and client-focused individual who enjoys building strong relationships and delivering outstanding service. You take ownership of your work, communicate confidently with advisers and clients, and thrive in a busy environment where attention to detail really matters.

You enjoy seeing tasks through to completion and are motivated by ensuring every client receives a seamless and professional experience.

What We Offer

• Competitive salary.
• 25 days annual leave plus your birthday off.
• Company pension scheme.
• Life assurance.
• Perkbox employee benefits and discounts.
• Company social events.
• Ongoing learning and development opportunities.
• Hybrid working following successful completion of probation.
• A supportive and collaborative team culture within a growing Senior Partner Practice of St. James’s Place

To apply for this role, please send a copy of your CV to [email protected].