Client Journey & Ceding Scheme Administrator

Location: Wimborne, Dorset

Full-time or part-time will be considered

Flexible or remote working will be considered for the right candidate

Are you an experienced financial services administrator who knows how to take ownership of ceding scheme cases and keep them moving?

We are a Partner Practice of St. James’s Place based in Wimborne, Dorset, established in 2005, and we are looking for an experienced Client Journey & Ceding Scheme Administrator to join our growing wealth management practice.

This is a newly created role combining two important areas of our client journey: managing client review bookings, preparing pre-meeting packs and taking ownership of the information-gathering stage of pension and investment replacement cases.

The Role

Prepare and issue Letters of Authority

Liaise directly with pension and investment providers

Obtain, track and chase outstanding ceding scheme information

Review returned information for obvious gaps or missing detail

Maintain clear provider notes and accurate internal records

Organise cases so they are complete and ready for technical review

Manage client review bookings and follow-up

Coordinate telephone, virtual and face-to-face appointments

Work closely with our adviser, operations, client servicing and paraplanning teams

What You’ll Need

Previous hands-on experience of ceding scheme administration within financial services

Practical experience with Letters of Authority and provider information gathering

Experience dealing with pension and investment providers

Strong organisation and attention to detail

Confidence speaking with clients and providers

The ability to manage multiple open cases without losing momentum

A proactive mindset and willingness to take responsibility for your own workload

Experience within wealth management or financial planning would be strongly preferred, and experience with Salesforce, St. James’s Place systems or similar platforms would be advantageous.

Why join us?

Small, close-knit and supportive team

Opportunity to grow with the business

Genuine ownership of your role and responsibilities

Scope to develop into broader client journey, technical support or PSS responsibilities

Full-time or part-time opportunities considered

Flexible or remote working for the right candidate

We are looking for someone who takes pride in doing things properly, questions information when something does not look right and genuinely cares about the quality of the client journey.

Interested? Please get in touch directly or send us your CV to find out more. ***email_hidden***