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Client Administrator, Bath (JR-781)

£18000 - £26000 + benefits

Exciting role within a well established Chartered firm of Financial Planners near Bath.

Working in a small team to provide administrative support to a dedicated Consultant(s) and Paraplanner, to collectively deliver an efficient and first class service to clients. The business is well regarded and hold the esteemed Chartered status, based in glorious offices near Bath.

Key Tasks

  • Preparing client review packs including valuation reports
  • Dealing with day to day correspondence and telephone enquiries from clients and colleagues
  • Maintaining client files on Volume and Adviser Office
  • Preparation, submission and monitoring of new business and chasing outstanding information from providers, clients and other 3rd parties
  • Day to day client administration including scanning and other general administrative duties
  • Liaising with colleagues to co-ordinate completion of tasks
  • Assisting the Paraplanner with research, quotations and suitability report input as required
  • 8Cover for colleagues as required e.g. holiday, sickness, additional support during busy periods

Key Competencies

  • Effective oral and written communication skills
  • Ability to work both independently and as part of a team
  • Excellent attention to detail
  • Ability to work under pressure and to tight deadlines
  • Good time management skills
  • Good standard of numeracy
  • Good analytical and problem solving skills
  • Sound working knowledge of pensions, investment and protection
  • Good understanding of the use of Microsoft Office including Word and Excel
  • Experience of Adviser Office, Exchange and Volume an advantage


  • Good standard of general education
  • Certificate in Financial Planning/Certificate in Life & Pensions/Financial Administration Certificate or equivalent (or at least some progress towards a relevant qualification)
  • Further career progression is actively encouraged to develop yourself professionally, staying up to date with the Financial Services sector expected
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: