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- Tasks: Support Financial Advisers and Paraplanners in delivering top-notch client service.
- Company: Join a growing, client-focused financial planning business in Wolverhampton.
- Benefits: Enjoy a competitive salary, private healthcare, early Friday finishes, and 25 days holiday.
- Other info: Ongoing training and team socials create a vibrant work culture.
- Why this job: Be part of a supportive team and develop your career in wealth management.
- Qualifications: Strong admin skills, attention to detail, and customer service experience are essential.
A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team.
This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally.
Key responsibilities include:
- Scheduling and confirming client appointments
- Preparing client review packs and financial documentation ahead of meetings
- Managing incoming client calls, queries and correspondence
- Maintaining accurate client records and updating CRM systems
- Generating client correspondence and post-review documentation
- Liaising with external providers to obtain information and updates
- Processing fund switches, withdrawals and post-meeting actions
- Supporting advisers and paraplanners with business submissions and workflow management
- Managing mailboxes and prioritising workloads effectively
- Welcoming clients and maintaining a professional front-of-house experience
This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment.
The Candidate
- Strong administrative and organisational skills
- Excellent written and verbal communication
- High attention to detail and accuracy
- Ability to prioritise workloads and work to deadlines
- Strong customer service and relationship management skills
- Proficient in Microsoft Office and CRM systems
- Proactive, collaborative and solutions-focused approach
- Experience within wealth management or financial services advantageous
- Knowledge of pensions, investments and FCA regulations beneficial
- Salesforce experience desirable
The Package
- Salary £26,000–£30,000
- Pension
- Private healthcare after probation
- Private medical cash plan including dental and optical cover
- 25 days holiday plus bank holidays
- Early finish on Fridays
- Team socials and supportive culture
- Ongoing training and development opportunities
Client Services Administrator employer: Modus Talent
Contact Detail:
Modus Talent 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 people in the financial planning sector, attend industry events, and connect with potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Be ready to discuss how your skills align with their needs, especially around client services and administration. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being articulate and confident is key. Try mock interviews with friends or family to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, it’s a great way to show your interest in working with us directly.
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Administrator role. Highlight your administrative skills and any relevant experience in financial services. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with what we’re looking for. Keep it professional but let your personality come through.
Showcase Your Communication Skills: Since excellent communication is key for this position, make sure your written application reflects that. Use clear, concise language and check for any typos or errors. We appreciate attention to detail!
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 updates. Plus, it shows you’re proactive!
How to prepare for a job interview at Modus Talent
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Services Administrator inside out. Familiarise yourself with the key responsibilities mentioned in the job description, like scheduling appointments and managing client communications. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Skills
Highlight your strong administrative and organisational skills during the interview. Prepare specific examples from your past experiences where you've successfully managed workloads, prioritised tasks, or provided excellent customer service. This will give the interviewer confidence in your ability to handle the fast-paced environment.
✨Be Proactive and Solutions-Focused
During the interview, convey your proactive approach to problem-solving. Share instances where you've identified issues and taken the initiative to resolve them. This aligns perfectly with the company's desire for a solutions-focused candidate, making you stand out as a great fit for their team.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, opportunities for career development, or how success is measured in the role. This shows your enthusiasm for the position and helps you gauge if the company culture aligns with your values.