Client Administrator - Wealth Management

Client Services Administrator – Financial Services 🌟 📍 Howard James Recruitment are proud to be working in partnership with a long-standing and growing financial services firm as they look to appoint a Client Services Administrator. This is a brilliant opportunity for someone with experience in the financial services sector who is looking to take the next step in their career within a supportive and professional environment. The Role: This position plays a key part in supporting advisers and ensuring clients receive a first-class experience. It’s ideal for someone who thrives in a busy, varied role and enjoys being the go-to person for all things admin and operations. Key Responsibilities: * Serve as the first point of contact for clients and third parties * Book and coordinate meetings for advisers, ensuring client review timescales are met * Prepare client documentation ahead of meetings and complete post-meeting follow-up * Maintain and update client records using CRM systems, including Salesforce * Liaise with head office, admin centres, and third parties to ensure seamless service delivery * Attend forums, workshops, and training sessions for personal development What We’re Looking For: * At least 2 years\’ experience in a similar administrative role within an IFA/ Wealth Management or financial services setting * Discretion, integrity, and a professional approach * Excellent communication skills – both verbal and written * Confident working independently and as part of a team * Proficient in Microsoft Office and CRM platforms (especially Salesforce) * Strong organisational skills and meticulous attention to detail * A flexible, can-do attitude and the ability to juggle priorities with a smile What’s On Offer: * Bonus scheme * Company pension * Flexitime * Remote or hybrid working options (depending on location/experience) * Supportive, friendly team environment * Opportunities for personal and professional growth If you’re an experienced administrator in the financial services sector, and you\’re looking for your next challenge – we’d love to hear from you. 📩 Apply today