Client Liaison Administrator, Wealth Planning

  • Job Reference: 431557550-2
  • Date Posted: 26 November 2021
  • Recruiter: Pearson Whiffin Recruitment Ltd
  • Location: Grimsby, Lincolnshire
  • Salary: £20,000 to £24,000
  • Sector: Administration
  • Job Type: Permanent

Job Description

We have an exciting opportunity for a Client Liaison Administrator to join a successful and growing international wealth management group.

This ambitious, established company are looking for an individual with excellent communication skills to work alongside support staff and advisers in delivering a trusted and quality service to clients.

Main duties will include:

  • Careful knowledge of and adherence to company policies and procedures, working to always meet company standards and timeframes.
  • Professional communication with colleagues, clients and product providers.
  • Diary management and administrative support to advisers, including acting as point of contact in the adviser's absence.
  • Processing and submitting paperwork, to include change of agency procedures, deceased client procedures, and other client instructions.
  • Effective and appropriate use of IT systems, including ensuring documents uploaded, completed, and saved in appropriate locations, and use of XPLAN systems to manage workflows.
  • Attendance at regular operations meetings to discuss ongoing work and raise any queries

The successful candidate will have:

  • Experience working for a Financial Planning company or Independent Financial Adviser.
  • Excellent written and verbal communication skills with careful attention to detail.
  • A commitment to providing quality client service.
  • Good knowledge of and confidence in using Microsoft Office.
  • Great team working skills and a positive attitude.
  • Experience using XPLAN would be desirable, although not essential.

This Client Liaison Administrator position is a fantastic opportunity to join a successful company with a clear growth plan and commitment to investing in its people. For the right person, this company offers a stable, long term career move with flexible working following training, potential funding for related training and qualifications, and generous benefits.

If you feel you meet the above criteria, please apply online for immediate consideration.

This role is being handled by Leah Hall, Consultant, Business Support Division of Pearson Whiffin.

Not quite the right role but still looking? Pearson Whiffin Recruitment can help!

From junior to senior level, our team of experienced recruitment consultants can help you find the perfect role.

We are an independent consultancy and pride ourselves on delivering an exceptional service to both candidates and clients.

If you would like our support or want to find out more about us, register on our website, give us a call or check out our social media. Find us on or on

By supporting us, you will be helping support charities across Kent. We have raised over £50,000 so far!