Client Support Administrator - Wealth Management

Are you an experienced administrator in the financial planning or wealth management sector looking for a supportive, client-focused environment where you can thrive?

A highly respected, boutique financial planning firm in Teddington is seeking a dedicated Client Support Administrator to join their close-knit team. This is a fantastic opportunity to play a key role in delivering exceptional service to high-net-worth clients, working alongside a team of experienced financial planners and support staff.

What you’ll be doing:

You’ll be responsible for delivering seamless administrative support throughout the client journey — from onboarding through to annual reviews. The role is varied and engaging, with opportunities to contribute to wider projects and process improvements.

Key responsibilities include:

• Preparing client meeting packs, valuations, and documentation

• Maintaining and updating CRM systems (Adviser Cloud) with accuracy and compliance

• Onboarding new clients and supporting account maintenance

• Processing client applications, transactions, and implementing advice

• Liaising with clients, advisers, providers, and third parties

• Coordinating and scheduling client appointments and reviews

• Assisting with marketing and business development initiatives

• Supporting general office administration and project work

What we’re looking for:

• Minimum 3 years’ experience in financial planning or wealth management administration

• Strong communication skills and confidence working with high-net-worth clients

• Meticulous attention to detail and excellent organisational skills

• Ability to manage competing priorities and meet deadlines

• Professional, team-oriented approach with a willingness to learn

• Proficiency in Microsoft Office; CRM experience (Adviser Cloud a bonus)

What’s on offer:

• Competitive salary up to £40,000 (dependent on experience)

• Auto-enrolment pension scheme

• A friendly, collaborative team environment

• Office-based role with a healthy work-life balance

• Opportunity to grow and develop within a respected financial planning firm

If you’re a self-motivated, detail-oriented individual with a passion for delivering excellent client service, we’d love to hear from you.