Client Administrator - Wealth Management

  C&C Search is currently recruiting a Client Administrator for a highly regarded wealth and tax consultancy, offering hybrid working, excellent long‑term career progression and based in the heart of Central London. This Admin Administrator role is ideal for someone looking to build a career within financial services in a professional yet friendly environment. All about the role and company I would be working for! Position: Client Administrator Salary: £35,000 Hybrid set up: 4 days office based, 1 day working from home with flexibility Benefits: Generous holiday allowance, pension, professional qualification support, structured training, collaborative team environment, clear career progression What they do: A specialist wealth management and tax consultancy supporting private clients with financial planning and advisory services Size of company: Small-medium Company culture and what makes them great to work for: This is a genuinely supportive and welcoming business with a professional yet friendly culture. The Client Administrator will join a close‑knit team known for being collaborative, approachable and warm. Knowledge‑sharing is encouraged, and new joiners are well supported. There is a strong focus on long‑term development, making this Client Administrator role an excellent opportunity for someone looking to grow within financial services. The team environment is positive, social and inclusive, with leadership that values progression and personal development. Key responsibilities for this Commercial Assistant position: • Preparing, processing and managing client documentation and paperwork • Supporting financial planning activity behind client deals • Processing withdrawals and client instructions accurately • Updating client records, including address changes and data management • Maintaining accuracy across internal systems and processes • Providing full administrative support to Advisers and Private Client Managers • Collaborating with other Client Administrator to ensure smooth office operations • Meeting and greeting clients and supporting front‑of‑house activities • Assisting with stationery, office coordination and general office support What background and experience are the company looking for? The successful Client Administrator will be highly organised, detail‑focused and motivated to build a career within financial services. This Client Administrator role would suit a graduate with a finance‑related background or an early‑career administrator with a strong interest in wealth management. A proactive mindset, strong administrative skills, confidence using systems and excellent attention to detail are essential. If you are working towards professional qualifications such as IMC or IOC, that would be highly desirable. Please apply online asap for this Client Administrator position, if your experience aligns and sounds like you! For this role C&C Search is acting as an employment agency. At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being a part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody. We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.