Overview We are seeking a highly organised and detail-oriented Client Wealth Administrator to support the delivery of exceptional financial planning services. This is a great opportunity to join a growing, client-focused business that values professionalism, trust, and long-term relationships. As part of a small and collaborative team, you'll play a key role in ensuring that both advisers and clients are supported to the highest standards across the full financial advice process. Key Responsibilities Provide administrative support across the full client life-cycle, including on-boarding, annual reviews, and new business processing Maintain accurate and compliant client records using internal CRM and financial planning systems Liaise with clients, providers, and internal teams to support timely delivery of documentation and information Prepare and process applications for pensions, investments, protection, and other financial planning products Assist with producing client reports and supporting documentation for adviser meetings Ensure that all actions taken are logged, followed up, and completed to meet internal service levels and regulatory standards Respond to ad hoc client and adviser queries with professionalism and attention to detail Maintain an up-to-date understanding of compliance and regulatory requir...