1,165 Client Administrator jobs in the United Kingdom

Client Administrator - Financial Services
Wimbledon,
£28,000 £0,000

Are you an experienced financial planning administrator seeking your next move?

Are you looking for a career change and the chance to join a growing wealth management firm where you can learn new skills.

Arkenstone Wealth Management, a well-established Independent Financial Adviser (IFA) practice based in Wimbledon Village, is looking for an experienced and proactive Client Administrator to join our friendly, professional team. If you have strong administrative skills, thrive on delivering exceptional client service, and want to develop a career in the financial planning industry, this is the role for you.

Why join us?

• A close-knit, supportive team where your work is valued.
• Exposure to a wide range of financial planning areas, including pensions, investments, and wealth management .
• Excellent career progression opportunities.

The role

As a Financial Planning Administrator , you'll work closely with our financial adviser, ensuring clients receive a seamless service. You'll manage client information, process applications, liaise with providers, and support advisers with meetings and diary management. Your work will directly contribute to helping our clients achieve their financial goals.

Key responsibilities

• Provide full administrative and technical support to financial advisers.
• Manage adviser diaries and assist during client meetings.
• Prepare and submit applications to providers with accuracy and efficiency.
• Maintain client records and back-office systems.
• Process investment instructions and liaise with paraplanners.
• Build and maintain strong client and provider relationships.

What were looking for

• Minimum 2 years administration experience (financial services experience desirable but not essential).
• Excellent written and verbal communication skills.
• Strong organisational skills and attention to detail.
• Confident with Microsoft Office and quick to learn new software.
• Positive attitude, strong work ethic, and willingness to learn.
• Unrestricted right to work in the UK.

Salary & benefits

• 8,000 0,000 depending on experience.
• Opportunities for hybrid working.
• Support for professional development.
• Inclusive, friendly work environment.
• The chance to make a real difference in clients financial well-being.

About us

Arkenstone Wealth Management is a trusted name in Wimbledon Village, providing high-quality, personalised financial advice. We are dedicated to helping clients make the best decisions for their future, and we pride ourselves on integrity, expertise, and long-term relationships.

How to apply

This vacancy is being managed by Recruitment Rebellion Limited .

Our recruitment process is designed to be inclusive, transparent, and fair. If you require any adjustments, please let us know.

To give your application the best chance:

• Make sure you meet the essential criteria and have the right to work in the UK.

• Tailor your CV to this role, highlighting your relevant experience and achievements.

• Submit a clear, concise, and up-to-date CV.

Inspired Education is the leading global group of premium schools, with a portfolio of 121 premium private schools spanning 6 continents which utilise proven educational practices from every corner of the globe, ensuring over 95,000 students receive a world-class learning experience from Kindergarten to Year 13.

In 28 countries, Inspired schools are individually developed and anchored in the vibrant cultures of their respective locations. They collectively form an international family of schools that nurtures each student's academic and personal development in a progressive, dynamic, and innovative learning environment.

By joining our award-winning team of over 13,000 employees, you can work in state-of-the-art facilities alongside industry-renowned educators and leaders in some of the world's most desirable locations. We invest heavily in our team members who enjoy industry-leading professional development, exceptional career opportunities, and mobility across our group.

ROLE SUMMARY:
Job Title:
Regional Client Administrator

Company:
Academy21, part of the Inspired Education Group

Contract:
Permanent

Working Hours:
Full time – 37.5 hours

Location:
Remote,
UK Based
Salary:
£25,000.00 to £27,000.00 per annum

Start date:
As soon as possible

Additional Benefits:
Life Assurance, Employee Assistance Programme, Healthcare Cashback, Pension

The Regional Client Administrator position is within the A21 team and requires the management of client accounts. The role encompasses the day-to-day interaction with client mentors to support them through the student registration enrolment, course set up, timetabling as well as managing the billing process and will require regular remote client contact to conduct performance and account reviews. There is a requirement for occasional face to face work

Typically, the role will also have some responsibility for the administration and commercial management of a selection of school or local authority accounts, coordinating and processing renewal of sales and new commissions from existing clients. It will also involve supporting the Business Development team in managing the final stages of the sales process and the Teaching team in ensuring students successfully access the provision

This is a proactive role that will focus on ensuring that B2B clients receive the best value from their provision to maximize satisfaction, recommendation, client retention, renewals, and in doing so supporting vulnerable young learners to succeed.

KEY RESPONSIBILITIES:

• Responsible for the day-to-day customer service of a range of clients from a specific region, including responding to varied day-to-day telephone and email enquiries.
• Supporting the data enrolment team in processing student enrolments and entering data into our learning management system (LMS).
• Providing ongoing, responsive support to clients and resolving issues throughout the student's enrolment.
• Provide advice and mentoring to clients whilst accessing the service, including troubleshooting and technical queries, and signposting where appropriate.
• Keeping up to date records including a database of clients and pupils.
• Maintaining a detailed summary of the status of all accounts.
• Collaborating with the Sales team to process inbound sales activity and taking responsibility for designated accounts.
• Working collaboratively within the operations team and wider organisation to ensure best practice and effective collaboration.
• Creating and refining systems in conjunction with key members of staff to ensure the efficiency of the department.
• Liaising closely with the Education team to ensure the efficient enrolment of pupils, including the allocation to appropriate classes to best support the young perso
• Advising clients on student placements, costs, educational queries, and timetabling.
• Dealing with all direct concerns or complaints made through the main office number ensuring that the complaints process is followed.
• Attending key account review meetings as required.
• Updates to the company CRM system to inform sales reporting and forecasting

THE IDEAL CANDIDATE WILL HAVE:
Qualifications And Education Requirement
The candidate will be qualified up to A Level, BTEC or NVQ Level 3/4. Specific administration qualifications would be an advantage.

Skills and attribute

• Enhanced DBS clearance.
• Critical thinker and problem-solving skills
• Positive attitude and a team player
• Good time-management skills
• Great interpersonal and communication skills
• Excellent IT skills
• Awareness and understanding of current educational policy and landscape.
• Excellent written and verbal communication skills.
• School and/or student administration
• Highly computer literate, with experience of CRM's and relational databases.
• High level of attention to detail, data accuracy, highly organised.
• The ability to work independently and remotely and collaboratively with other team members and Inspired Education colleagues where appropriate

Specifically, you will have:

• A flexible, energetic approach and the ability to thrive in a business with a fast changing, collaborative, delivery culture.
• Considerable interpersonal communication skills with the ability to form good relationships.
• The ability to work independently where necessary but in a collaborative team environment where appropriate.
• An ambition to place our offering at the forefront of the marketplace.

SAFEGUARDING STATEMENT
Inspired Education Group is committed to safeguarding and promoting the welfare of children and young people and expects all staff, volunteers and other third parties to share this commitment. Safer recruitment practices and pre-employment background checks will be undertaken before any appointment is confirmed.

SCHOOL APPLICATION FORM
Please download and complete our Inspired Application Form and submit alongside your CV.

Inspired Non-Teaching Application Form

Visit our careers site for more information;

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

As a Client Benefits Administrator, you will play a key role in supporting our clients by managing the Gallagher Guide Flex platform. This includes tasks such as uploading and downloading data, configuring the platform, and maintaining effective communications with clients and internal Gallagher teams.

While prior experience in Employee Benefits is advantageous, it is not essential. What we value most is your ability to manage complex workflows, maintain exceptional attention to detail, and deliver outstanding client service, even when handling competing priorities and tight deadlines.

• Platform Administration: Proactively manage Gallagher’s flexible benefits clients via the online platform, ensuring all client-specific requirements are met.
• Client Support: Handle client queries through email, online chat, and phone support, providing timely and professional responses.
• Data Management: Validate and cleanse client data with a high level of accuracy and attention to detail.
• Relationship Building: Develop strong relationships with clients, colleagues, and providers to ensure efficient service delivery and manage expectations.
• Team Collaboration: Work collaboratively within the team to deliver high-quality administration services to both internal and external stakeholders.
• Process Adherence: Follow established processes and procedures to ensure efficient and cost-effective client service.
• Task Management: Manage your own workload and client requests, ensuring all tasks are completed within agreed deadlines and service levels.
• Compliance: Ensure all work complies with internal policies, data protection regulations, and anti-money laundering procedures.
• Continuous Improvement: Undertake ongoing professional development to enhance your knowledge and skills.
• Accurate and timely administration of flexible benefit schemes.
• Effective management of client communications and queries.
• Maintenance of up-to-date and accurate client records, including data history and invoicing.
• Delivery of work that meets or exceeds internal and external client expectations.

Essential:

• Strong general education, including Maths and English.
• Demonstrated willingness to learn and adapt to new challenges.
• Proven experience in delivering excellent client service.
• Strong verbal and written communication skills, with the ability to engage effectively at all levels.
• A track record of accuracy and attention to detail in all work.
• Excellent organisational skills, with the ability to manage multiple tasks and meet tight deadlines.
• Proficiency in Microsoft Excel, including the use of formulas.

Desirable:

• Knowledge of Employee Benefits.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
• Defined contribution pension scheme, which Gallagher will also contribute to
• Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
• Income protection, we’ll cover up to 50% of your annual income, with options to top up
• Health cash plan or Private medical insurance

Other benefits include:

• Three fully paid volunteering days per year
• Employee Stock Purchase plan, offering company shares at a discount
• Share incentive plan, HMRC approved, tax effective, stock purchase plan
• Critical illness cover
• Discounted gym membership, with over 3,000 gyms nationally
• Season ticket loan
• Access to a discounted voucher portal to save money on your weekly shop or next big purchase
• Emergency back-up family care
• And many more…

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.

Should you require reasonable adjustments to your application, please get in touch with . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Fisher Investments Europe is a fast growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching for a motivated individual who is looking to start their career in the investment management industry.

The Opportunity:

Client Operations Administrators perform several tasks including sorting packages/documentation, scanning and routing physical and electronic documents, preparing documents for filing and storage, maintaining documents and assisting with outbound mailings. You will report directly to the team manager and periodically, Client Operations Administrators will also be involved with other Client Operations group projects.

The Day-to-Day:

• Process and edit electronic documents and attachments using multiple types of software

• Review inbound packages/documentation to classify by group and recipient

• Use image scanner to scan firm documentation into internal storage system

• Open and sort daily mail received from various postal services and couriers

• Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process

• Prepare outbound packaging of documentation to multiple external individuals/companies

• Work closely with Client Services, Sales and other groups regarding how documentation is handled

• Prepare reports using Access and Excel for notification of external groups

• Complete on-request, document retrieval, review, and filing projects

• Maintain coding of document templates for firm use

• The role will involve physical tasks, including lifting and moving materials

• Contribute to group/firm wide projects on an ongoing basis

Your Qualifications:

• Commitment to maintain quality of work while sticking to a timeline

• Comfort working in an environment that values collaboration

• Desire to build a career in the investment management industry

• Manage complexity and coordinate across several departments under strict timelines

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
• $10,000* fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments Europe is a fast growing investment firm serving the needs of high-net-worth individuals across Europe. We are part of a global asset management organisation that has grown significantly over the past decade and are now searching for a motivated individual who is looking to start their career in the investment management industry.

The Opportunity:

Client Operations Administrators perform several tasks including sorting packages/documentation, scanning and routing physical and electronic documents, preparing documents for filing and storage, maintaining documents and assisting with outbound mailings. You will report directly to the team manager and periodically, Client Operations Administrators will also be involved with other Client Operations group projects.

The Day-to-Day:

• Process and edit electronic documents and attachments using multiple types of software

• Review inbound packages/documentation to classify by group and recipient

• Use image scanner to scan firm documentation into internal storage system

• Open and sort daily mail received from various postal services and couriers

• Uncover intended recipient of documents, determine if an urgent notification is required and initiate routing process

• Prepare outbound packaging of documentation to multiple external individuals/companies

• Work closely with Client Services, Sales and other groups regarding how documentation is handled

• Prepare reports using Access and Excel for notification of external groups

• Complete on-request, document retrieval, review, and filing projects

• Maintain coding of document templates for firm use

• The role will involve physical tasks, including lifting and moving materials

• Contribute to group/firm wide projects on an ongoing basis

Your Qualifications:

• Commitment to maintain quality of work while sticking to a timeline

• Comfort working in an environment that values collaboration

• Desire to build a career in the investment management industry

• Manage complexity and coordinate across several departments under strict timelines

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
• $10,000* fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER