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Client Relations Senior Administrator – Wealth Management ? Hybrid – North West | ? Up to £35,000 + Benefits
Are you an experienced financial services administrator looking to step up into a leadership-style role within a respected and growing wealth management firm?
This is a fantastic opportunity to join a specialist Client Relations team, supporting advisers and clients while providing guidance and training to less experienced colleagues. You’ll play a key part in ensuring operational excellence, data accuracy, and first-class client service delivery.
? The Role As Client Relations Senior Administrator, you’ll be responsible for overseeing key administrative workflows within the team — supporting colleagues, reviewing data, resolving queries, and ensuring service levels are consistently achieved.
Key Responsibilities:

Act as a point of contact for team members, offering daily support and guidance
Organise and monitor workloads, ensuring tasks and deadlines are met
Investigate and resolve complex client or data queries efficiently
Maintain high levels of data integrity and quality control
Support new and existing employees through training, upskilling, and mentoring
Maintain accurate CRM and client files in line with company standards
Assist with client communications — including calls, emails, and meeting coordination
Report regularly to the Client Relations Supervisor and Manager on progress, requirements, and challenges
Contribute to continuous improvement across systems, processes, and service delivery ? Skills & Experience Required
Level 4 qualification in Financial Administration (CII, CISI or equivalent) – desirable
Previous experience in financial planning / wealth management administration (essential)
Strong working knowledge of multiple investment platforms
Minimum GCSE Grade 4 (C) in English and Maths
Excellent understanding of the UK financial regulatory environment
Confident communicator with strong written and verbal skills
High attention to detail and strong organisational ability
Positive, proactive, and collaborative working style
Ability to coach, support, and motivate team members ? Salary & Benefits
Salary: Up to £35,000 (DOE)
Pension: 4% employer contribution (salary sacrifice available)
Holidays: 28 days + Bank Holidays (option to buy 5 more)
Life Cover: 4x salary
Sick Pay Scheme
Hybrid Working: Blend of home and office-based work If you’re an experienced Senior Administrator or Team Support Lead in financial planning and are passionate about client service, leadership, and operational excellence — this could be your next move.
? Apply today or get in touch for a confidential discussion about this opportunity.
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