At a Glance
- Tasks: Manage client accounts, coordinate transactions, and ensure exceptional service.
- Company: Friendly wealth management practice with a focus on relationships.
- Benefits: Enjoy a 4-day work week, competitive salary, and generous holiday allowance.
- Other info: Join a supportive team with opportunities for long-term career growth.
- Why this job: Make a real difference in clients' lives while enjoying a permanent three-day weekend.
- Qualifications: Strong customer service skills and attention to detail; financial experience is a plus.
The predicted salary is between 25200 - 30800 £ per year.
4-Day Working Week - office based - Sutton Coldfield free parking £27,000–£29,000 per annum. We believe financial advice is about far more than investments; it's about helping people build the future they want with confidence. We're looking for an organised, proactive and client-focused Client Account Executive to become the trusted first point of contact for our clients. This is not a traditional administration role. You'll take ownership of client accounts, coordinate investment and pension transactions, liaise with providers, solve problems, and ensure every client receives the exceptional service we're known for. And you'll do it all on a genuine four-day week: Monday to Thursday, with every Friday off. If you enjoy thinking ahead, building relationships and taking responsibility, we'd love to hear from you.
What you’ll be doing:
- Managing client investment accounts, including contributions, withdrawals, transfers and other transactions
- Building trusted client relationships through exceptional communication
- Liaising with pension providers and investment platforms
- Preparing documentation for client review meetings
- Coordinating new business applications and client onboarding
- Tracking outstanding actions to ensure nothing falls through the cracks
- Managing letters of authority and provider correspondence
- Supporting advisers with the smooth running of client portfolios
- Helping deliver an exceptional client experience, from first enquiry through to ongoing reviews
What we’re looking for:
- A genuine commitment to outstanding customer service
- Exceptional attention to detail
- Strong organisational skills and the ability to manage multiple priorities
- Confident, professional communication with clients and providers
- A proactive, solutions-focused mindset
- Comfort with technology and learning new systems
- Financial services experience is an advantage, though we’ll train the right candidate
- Client-facing customer service experience (3 years preferred)
Why join us?
We’re a friendly, professional and growing wealth management practice where relationships matter. We were one of the first in our sector to move to a genuine four-day week, giving our team a real, permanent three-day weekend, not a compressed-hours trick. You’ll join a close-knit team that genuinely cares about its clients and each other, with real opportunity to build a long-term career in financial services while making a difference to people’s lives every day.
The details:
- 4-day week: Monday–Thursday, 8am–4pm, every Friday off
- 23 days’ holiday per year, inclusive of Bank Holidays
- Your Anniversary day off, paid
- Company pension scheme
- Free parking
- Flexitime and additional leave
Interested - please send CV to Gary Siimpson.
Client Administrator in Sutton Coldfield employer: Simpson Recruitment Services
Join a forward-thinking global engineering business in Brierley Hill, where your role as a Technical Author will not only shape the future of technical communication but also foster a culture of innovation and continuous improvement. With a competitive salary and extensive benefits, you'll lead a dynamic team dedicated to transforming complex information into accessible content, all while enjoying opportunities for professional growth in a collaborative environment that values your expertise and vision.
Contact Details:
Simpson Recruitment Services Recruitment Team
