Client Liaison Administrator

Do you have experience working within a Wealth Management/Wealth Planning
environment? We are currently recruiting for a Client Liaison Administrator to join a
growing wealth management firm in their Cramlington office on a full-time, permanent
basis.
Working alongside a team of experienced professionals, as a Client Liaison
Administrator you will be the first point of contact for both advisors and clients. This role
would suit someone who is adaptable, organised, and confident managing a variety of
queries and challenges.

What you’ll be doing:
• Providing support to Advisors, including monitoring diaries, opportunities,
queries and requests
• Following standard procedures and workflows via XPLAN
• Assisting with the preparation of cases in readiness for paraplanning
• Processing all sales-related paperwork from submission through to completion,
including ongoing administration across investments, pensions, and protection
• Attending operational meetings to discuss workloads, challenges, and
opportunities
• Maintaining up-to-date awareness of company policies, practices, and
procedures
• Keeping accurate and compliant records in line with internal standards
• Preparing meeting packs
• Gathering information for annual reviews
This list is not exhaustive, and you may be required to undertake additional duties where
appropriate training and guidance are provided.

What we’re looking for:

• Experience working within a Wealth Management/Financial Planning

environment
• Strong communication skills with the ability to liaise effectively with Advisors,
Paraplanners, and Clients
• A proactive individual with excellent organisational skills
• Previous experience in a similar administrative or client-facing role is preferred
• A strong focus on delivering high levels of client service and relationship
management

What’s on offer:
• 26 days holiday plus bank holidays (including your birthday off)
• Contributory pension scheme
• Private healthcare and life assurance
• Health insurance
• Volunteer days
• Employee recognition schemes
• Referral bonuses
• Ongoing career development
• Cycle to work scheme