We’re Hiring: Client Liaison Administrator | Wealth Management
Do you have experience working within a Wealth Management or Wealth Planning environment? Looking to take the next step in your career with a growing and forward-thinking firm?
We’re currently partnering with a well-established and expanding wealth management business to recruit a Client Liaison Administrator on a full-time, permanent basis.
Locations: Cramlington
The Role
As a Client Liaison Administrator, you’ll be a key point of contact for both clients and advisors, playing a vital role in delivering a seamless and professional service. This is a fast-paced position where no two days are the same, ideal for someone who thrives on variety and problem-solving.
Key Responsibilities
- Supporting Advisors with diary management, queries, and client opportunities
- Following workflows and processes using XPLAN
- Preparing cases ahead of paraplanning
- Processing business across investments, pensions, and protection from submission through to completion
- Preparing client meeting packs and supporting annual reviews
- Attending operational meetings and contributing to team efficiency
- Maintaining accurate and compliant client records
What We’re Looking For
- Strong communication skills with the ability to liaise across Advisors, Paraplanners, and Clients
- A proactive and organised individual with excellent attention to detail
- A passion for delivering high-quality client service
- Experience within financial services
What’s on Offer
- 26 days holiday + birthday off (plus bank holidays)
- Contributory pension scheme
- Private healthcare & life assurance
- Charity volunteer days
- Career development opportunities, support with CII Level 4 Diploma in Financial Advice
- Cycle to work scheme
- Recognition & referral programmes
About the Company
Our client is a highly reputable wealth management firm providing tailored financial planning and investment solutions to a broad client base—from private individuals to large institutions. With continued growth and investment in both people and technology, they are building a strong reputation as a trusted name in the industry.
Diversity & Inclusion
Our client is committed to building a diverse and inclusive workplace where everyone feels valued and supported. They actively encourage applications from individuals of all backgrounds.
Interested?
Apply now or get in touch to find out more.
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