Posted: 8th July 2024 Key

We are looking for an experienced Client Administrator to join us!


An opportunity has arisen for a Client Administrator to join our successful and growing team…

Could it be you?


Wise Investment is an independent, employee-owned wealth management and financial planning business. Since the company was founded in 1992, we have provided financial advice and investment management solutions to private clients. Quality and excellence sit at the core of our values, and our team of experienced, qualified investment and financial planning professionals is committed to providing personal service and attractive returns through the development of long-term relationships with our clients. We manage portfolios on both a discretionary and advisory basis.

The main areas in which we specialise are long-term investment management, planning for retirement, generating income from assets, and financial protection. We also advise our clients on how to pass money through the generations in an appropriate and tax-efficient way.

We try to give advice that we would want to receive ourselves. Ultimately, our aim is to take the financial complexities and worries away from our clients and allow them to spend time focussing on the things in their lives that matter most to them, whether it is work, business, family, or simply enjoying a well-earned retirement.

The successful candidate will be working as part of a team that supports the wider business.

Join the team

Main Responsibilities:

The role includes all aspects of administration for investment, pensions, and other financial arrangements, supporting our team of advisers and other administrators whilst providing excellent customer service.

The job will involve sourcing and preparing documentation, completing application forms, trading unit trusts, investment trusts and shares. Submitting new business and following through to completion, checking, recording and reconciling transactions. Liaising with advisers, clients and investment/insurance companies and general problem solving. Dealing with ongoing queries and administration. Preparing valuations and client review packs. Writing letters and email correspondence, scanning, filing, and answering the phone. Other general duties as and when required.

All work must comply with in-house and FCA regulations and be carried out professionally to a high standard with maximum attention to detail. The job involves extensive computer use using Windows-based applications, including, amongst others, the Internet, email, bespoke database software, Word, Excel, and electronic document management. Full product-specific training will be given; this is a complex and varied role, and there will be a lot to learn about our processes and products.

The candidate is required to have solid administration skills, communicate well with clients and other staff members at all levels and of all ages, have a clear and polite telephone manner, and be able to work alone and as part of a close-knit team to strict deadlines and under pressure. They also need to be highly organised, self-motivated, flexible, dedicated, responsible, and professional. Attention to detail and accuracy are essential, along with a hard-working approach and a “can do” attitude.

Full job-specific training will be given; this is a technical, complex, and varied role, and there will be a lot to learn about our processes, products, and industry. Experience in a financial service role or other professional office may be advantageous, but candidates with solid administration skills from other backgrounds will be considered.

Salary and Benefits:

  • Basic salary – dependent on experience
  • Pension contribution – 5% of basic salary. Salary sacrifice available.
  • Holiday allowance – 26 days, plus Bank Holiday & Christmas week. One volunteer day per year
  • Individual training budget – £1,000 per year (10% can be used for personal training)
  • Death in service – 4x basic salary
  • Income protection – Maximum 75% of basic salary
  • Working hours – 9 am-5 pm office hours. 35 hours per week
  • Probation period – 6 months


The company is employee-owned, and all staff members qualify for a profit share entitlement after a full year of permanent employment.

Offers of employment are reliant on the receipt of satisfactory references and background checks such as identity, adverse credit and DBS (Basic) checks.


 Please apply by sending your CV and cover letter to: eloise.jackson@wiseinvestment.co.uk


Alex Rae