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- Tasks: Support Financial Planners and ensure a seamless client experience in wealth management.
- Company: Reputable wealth management firm with a personal approach and strong ethics.
- Benefits: Competitive salary, private medical insurance, 22 days holiday, and pension.
- Why this job: Join a supportive team where your contributions truly matter and grow your career.
- Qualifications: Experience in financial planning or wealth management administration; strong communication skills.
- Other info: Opportunity to mentor team members and drive continual improvement.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
Senior Client Services Administrator – Wealth Management
Worcestershire / Hybrid | c£33,000 + Benefits
Are you an experienced Administrator with a background in wealth management who loves delivering exceptional client service?
We’re working with a well-established, highly regarded wealth management firm known for its personal approach, strong ethics, and genuine commitment to putting clients first. With steady growth and an excellent reputation across the region, this is a fantastic opportunity to join a supportive team where your contribution really matters.
The Role
As Senior Client Services Administrator, you’ll work closely with Financial Planners to ensure a seamless client experience and smooth day-to-day operations. You’ll take ownership of workflows, use technology to streamline processes, and act as a trusted point of contact for clients, always communicating with clarity and care.
You’ll also manage client records, process business, and oversee AML documentation, ensuring compliance and accuracy at every stage. Beyond your core responsibilities, you’ll play a key role in supporting and mentoring team members, helping to drive continual improvement across the function.
What You’ll Bring
- Proven experience in financial planning or wealth management administration
- Ideally CII, CISI, or LIBF qualified to Level 3 or above (or working towards it)
- Excellent organisational and communication skills
- A proactive, team-focused mindset and genuine passion for client service
What’s on Offer
A competitive salary, private medical insurance, 22 days’ holiday plus Christmas closure and bank holidays, pension, and a collaborative environment where you’ll be encouraged to grow and develop.
If you’re looking for a role where your experience will be valued and your voice heard, this could be the perfect next step.
Client Services Administrator employer: Cap Resourcing Ltd
Contact Detail:
Cap Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their client-first approach.
✨Tip Number 3
Practice your communication skills! As a Client Services Administrator, clear and effective communication is key. Role-play common interview questions with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in wealth management and client services. Highlight specific achievements that showcase your organisational skills and proactive mindset, as these are key for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about client service and how your background aligns with our values. Be genuine and let your personality shine through – we want to get to know the real you!
Showcase Your Communication Skills: Since clear communication is crucial for this role, ensure your application is well-structured and free of errors. This will demonstrate your attention to detail and ability to communicate effectively, which we value highly.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Cap Resourcing Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Familiarise yourself with the company’s values and how they prioritise client service. This will help you demonstrate that you’re not just a fit for the role, but also for their culture.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your administrative skills and client service excellence. Think about times when you streamlined processes or improved client satisfaction – these stories will make you stand out.
✨Ask Thoughtful Questions
Come prepared with questions that show your interest in the role and the company. Ask about their approach to client service or how they support team members in their professional development. This shows you’re genuinely interested in contributing to their success.
✨Demonstrate Team Spirit
Since this role involves mentoring and supporting team members, be ready to discuss how you’ve collaborated in the past. Highlight your proactive mindset and how you’ve contributed to a positive team environment – it’s all about showing you can be a great team player!