At a Glance
- Tasks: Manage client relationships and financial administration in a dynamic boutique firm.
- Company: Boutique wealth management firm with high standards and a supportive team.
- Benefits: Four-day work week, flexible hours, professional development support, and competitive salary.
- Other info: Great location with easy transport access and free parking.
- Why this job: Join a small team where your contributions are valued and recognised.
- Qualifications: Experience in client-facing roles and strong communication skills required.
The predicted salary is between 28000 - 30000 £ per year.
Our client, a boutique wealth management firm in Sutton Coldfield is looking for an organised, client-focused professional to join a small team with high standards. As Client Account Executive, you will be the primary point of contact for clients and financial providers, managing relationships, processing financial administration and supporting new business activity.
What you will do
- Manage day-to-day client communication by phone and email, ensuring all enquiries are acknowledged and resolved promptly.
- Schedule and track client review meetings and maintain proactive contact with the client base.
- Process financial transactions, contributions, withdrawals and account updates across pensions and investment platforms with a high degree of accuracy.
- Prepare client-facing documentation, reports and correspondence to a consistently professional standard.
- Ensure adviser charges are correctly set up, tracked and reconciled monthly.
- Maintain pipeline and client records within Xplan CRM.
What you will bring
- At least three years' experience in a client-facing or customer service role.
- Strong written communication skills with genuine attention to detail.
- Confident with Microsoft Office and comfortable learning new systems.
- Well organised, self-managing and able to prioritise under pressure.
- Experience in financial services administration is desirable but not essential.
Why this role?
- The firm operates a four-day working week around 30 hours, Monday to Thursday.
- You will work in a small, professional environment where high standards are expected and good work is recognised.
- A structured professional development pathway is in place, with exam costs reimbursed and a salary review on qualification.
- Salary £28,000 to £30,000 depending on experience.
- Flexible start / end times.
- Based in Sutton Coldfield easy for public transport / free parking.
To apply, please send your CV to Gary Simpson.
Client Administrator in Sutton Coldfield employer: Simpson Recruitment Services
Join a boutique wealth management firm in Sutton Coldfield that values its employees and fosters a supportive, client-focused work culture. With a four-day working week, flexible hours, and a commitment to professional development, this role offers a unique opportunity for growth while maintaining a healthy work-life balance. Enjoy the benefits of working in a small team where your contributions are recognised and rewarded, all within a convenient location with easy access to public transport and free parking.
Contact Details:
Simpson Recruitment Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator in Sutton Coldfield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Administrator role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they pride themselves on high standards. Think about how your experience aligns with their needs and be ready to share specific examples of your client-facing skills.
✨Tip Number 3
Show off your organisational skills! During the interview, highlight your ability to manage multiple tasks and maintain accurate records. Maybe even bring along a portfolio showcasing your previous work or any relevant documentation you've prepared.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Client Administrator in Sutton Coldfield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client-facing experience and any relevant financial services knowledge to catch our eye!
Craft a Catchy Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Administrator role. Show us your passion for client service and attention to detail.
Be Professional Yet Personal:While we love professionalism, don’t be afraid to let your personality shine through. We’re looking for someone who can build relationships, so a friendly tone can go a long way!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Simpson Recruitment Services
✨Know Your Client Management Skills
Make sure you can talk confidently about your experience in client-facing roles. Prepare examples of how you've managed client relationships and resolved issues, as this will show your potential employer that you're organised and client-focused.
✨Demonstrate Attention to Detail
Since the role requires processing financial transactions with a high degree of accuracy, be ready to discuss how you ensure precision in your work. Bring up specific instances where your attention to detail made a difference in your previous roles.
✨Familiarise Yourself with Financial Administration
Even if you don't have extensive experience in financial services, it’s helpful to brush up on basic concepts related to pensions and investments. This will help you feel more confident discussing relevant topics during the interview.
✨Showcase Your Organisational Skills
Prepare to explain how you manage your time and prioritise tasks, especially under pressure. You might want to share a story about a busy period where you successfully juggled multiple responsibilities, which will highlight your ability to thrive in a small team environment.
