Administrator
Location: Swindon [SN4]
£25,000 - £27,000
Hybrid
We're seeking an experienced administrator to join a respected wealth management team as a Client Service Specialist. All training provided for those who need!
You'll need to be confident in handling complex administration and passionate about delivering high standards of client care.
The role plays a central part in supporting advisers, maintaining operational efficiency, and ensuring an exceptional client experience.
What's on Offer
- Structured personal development and study support
- 3 days per week in office, following successful probation.
- 25 days holiday, increasing one day per year.
- Life cover (4x)
- Business referrals (50%)
- A collaborative working environment with long-term career prospects
- The opportunity to be part of a firm that values precision, reliability and teamwork
You'll be responsible for:
- Preparing and managing meeting packs, ensuring information is accurate and timely
- Submitting and tracking new business across pensions, investments, and protection cases
- Handling complex administrative tasks such as drawdown payments, CGT calculations, and trust administration
- Managing client data across Salesforce and other systems, ensuring records are current and compliant
- Responding to client queries, both directly and on behalf of advisers
- Supporting junior team members and contributing to process improvements
- Keeping up to date with regulatory and internal updates that affect day-to-day work
Apply now
If you're looking to step into a role where your expertise is valued and your contribution makes a difference, we'd love to hear from you.