At a Glance
- Tasks: Support Financial Advisers and Paraplanners in delivering top-notch client service.
- Company: Join a growing, client-focused financial planning business in Wolverhampton.
- Benefits: Earn £26,000 - £30,000, enjoy private healthcare, and an early finish on Fridays.
- Other info: Enjoy ongoing training, team socials, and a professional work environment.
- 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 key.
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 in Pattingham employer: Modus Talent
Join a highly regarded law firm in Winchester as a Residential Property Lawyer, where you will thrive in a supportive and collaborative environment. With a competitive salary, generous annual leave, and excellent long-term career development opportunities, this firm is dedicated to delivering exceptional client service while fostering strong relationships within the team. Experience the benefits of working in a CQS accredited practice that values your expertise and offers a pathway for professional growth.
