Latest job information from Recruitment Rebellion for the position of Administrator. If the Administrator vacancy in Bagshot matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Recruitment Rebellion for the position of Administrator below matches your qualifications.
Administrator – with a client onboarding focus!
HC Wealth Management Bagshot, Surrey | Hybrid (2 days office / 3 days home) £25,000 – £35,000 (flexible for the right experience) Full-time | Permanent
The Opportunity
HC Wealth Management is a professional, accredited financial planning firm where client experience genuinely matters. We're looking for an Administrator to take full ownership of the process of bringing new clients into the business.
You'll be the person who runs onboarding end to end, making sure every new client feels looked after, informed, and confident — all delivered with warmth, clarity, and serious efficiency.
This role will suit those who are experienced IFA or financial planning administrators as well as those from other backgrounds, such as hospitality, who have the people and client service skills required for this role.
The Role
Once a client has agreed to proceed (handled by the Managing Director), you take over.
You'll:
Own the entire onboarding journey from the initial enquiry to ongoing service
Keep everything moving smoothly, accurately and on time
Be the calm, friendly point of contact clients rely on
Keep the client informed every step of the way and be there as a support
Be trusted to spot gaps, suggest improvements and refine processes
This is a role for someone who enjoys taking responsibility, staying organised, and continuously improving how things are done.
What you'll be doing
Managing all new client onboarding administration, including preparing documentation and updating client records
Guiding clients clearly through each key stage
Anticipating questions or issues and dealing with them proactively
Ensuring onboarding is compliant, accurate and efficient
Suggesting and helping implement better, smarter ways of working
Supporting the wider team with general administration when required
Liaising with various providers covering a range of products to obtain, collate and identify missing information.
What we're looking for
You may already be working in financial planning, or you might come from hospitality, customer service, administration, or another people-focused role. What matters is that you are:
Naturally warm, calm, and professional
Exceptionally organised and detail-focused
Proactive and comfortable taking ownership
Curious to learn and build knowledge within financial services and technology
Someone who enjoys improving systems, not just following them
Theres genuine scope here to progress within the company and you will be fully supported.
What's in it for you?
Company pension
Income protection
Death in service cover
25 days holiday plus bank holidays
Flexible working and flexible appointments
Enhanced maternity/paternity Leave
Birthdays off (if a working day)
Hybrid working for better work-life balance
A supportive, approachable leadership team
Real autonomy and trust in your role
Clear opportunities to learn, develop and progress
Interested?
HC Wealth Management is partnering with Recruitment Rebellion Limited to recruit for this role.
Applications are reviewed on a rolling basis and may close early once the right person is found.
To apply:
You must have the right to work in the UK
Your CV should clearly show relevant experience
Were committed to a fair and inclusive process. If you need any adjustments, just let us know. Only shortlisted candidates will be contacted.
Job Info:
Company: Recruitment Rebellion
Position: Administrator
Work Location: Bagshot
Country: GB
How to Submit an Application:
After reading and understanding the criteria and minimum qualification requirements explained in the job information Administrator at the office Bagshot above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.
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