Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver top-notch customer service and admin support to our clients.
- Company: Join Wealth Wizards, a forward-thinking company revolutionising financial advice access.
- Benefits: Enjoy flexible working, 25 days leave, and a generous pension scheme.
- Other info: Remote work with a focus on work/life balance and personal development.
- Why this job: Be part of a mission to make financial advice accessible for everyone.
- Qualifications: 5 years in a similar role with strong admin and customer service skills.
The predicted salary is between 25000 - 35000 £ per year.
At Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers. We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds. If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.
About the Role
The purpose of this role is to provide outstanding customer service and admin to our Clients. The role requires strong back-office administration skills with customer service being delivered in an upbeat tone of voice which reflects our modern ‘can do’ culture. As a regulated business, much of this service needs to be carefully delivered to agreed compliance and service standards and a fundamental part of the role is to maintain exemplary client and business records.
Responsibilities:
- Proactively manage PAT and Client Services inboxes
- Direct contact with Product Providers to fact find, chase LOA information and charge forms along with resolve queries to ensure timely delivery of our services and SLAs
- Provide Admin Support to the Personal Advice Team using our Internal process and systems
- Keeping clients up to date on the progress on their service case
- Escalation of queries received and any activity where there is doubt about the resolution
- Adhere to all process and procedures and highlight any flaws or issues
- Implement our clients advice on third party systems
- Ensuring that the FCA requirements are fully adhered to (customer and business records, file maintenance, terms of business, key facts documents)
- Ensure that all telephone calls and emails to the company are handled appropriately
- Handle administration of all incoming post
- MyEva Employer Data to include joiners, leavers and update any relevant inhouse systems
- Process all Annual Review invitations/cases on Intelligent Office
- Adhere to all Information Security policies and procedures
About You
Skills:
- Demonstrate Wealth Wizards core values (PEARH)
- Exceptional attention to detail and accuracy
- Strong administrative skills
- Excellent organisation/time management skills
- Able to communicate and/or present credibly and effectively at all levels
- Capable of managing change
- Good standard of IT literacy
- Ability to learn new IT systems as required
- Ability to use excel to a high standard eg VLOOKUP's
Experience:
- Minimum of 5 years working in a similar position
- Understanding of Financial Services – preferably in the regulated financial advice sector
- Experience in a customer service environment, preferably in an internet based business
- Evidence of business administration and/or customer service activities undertaken
- Experience using Intelligent Office preferred but not essential
- Highly Competent in Excel
Our Benefits:
- Flexible working
- We prioritise a sustainable work/life balance
- We have a collaborative learning culture that promotes psychological safety
- 25 days annual leave plus every bank holiday
- Company pension (up to 10% employer contribution)
- Company performance based Bonus scheme
- Paid day off to celebrate your birthday
- Additional holiday purchase (up to 5 days per year)
- Additional holidays for length of service (up to 3 days)
- Private medical insurance
- Dental and health cash plans
- Enhanced parental leave and pay
- Discounts on gym membership and health screening
- Employee assistance programme
- Life assurance of 4x basic salary
- £500 pension advice per year
- 6 paid days per year for self development
- £500 individual training budget per year
- Professional memberships funded
- Salary sacrifice car scheme
- Cycle, Home & Tech scheme
Please note: Candidates must be currently located in the UK and possess full rights to work in the UK. Unfortunately, we are unable to provide sponsorship or consider applications from individuals outside of the UK for this role.
Client Services Administrator employer: Wealth Wizards Limited
Contact Detail:
Wealth Wizards Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator
✨Tip Number 1
Get to know the company inside out! Research Wealth Wizards, their values, and their services. This will help you tailor your approach during interviews and show that you're genuinely interested in being part of their mission.
✨Tip Number 2
Practice your communication skills! Since this role is all about customer service, make sure you can convey information clearly and positively. Role-play with a friend or use online resources to sharpen your tone and delivery.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or join relevant groups. This can give you insider tips and might even lead to a referral, which can significantly boost your chances of landing the job.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Wealth Wizards team!
We think you need these skills to ace Client Services Administrator
Some tips for your application 🫡
Show Off Your Admin Skills: Make sure to highlight your strong back-office administration skills in your application. We want to see how you can keep things organised and running smoothly, so share any relevant experiences that showcase your attention to detail and accuracy.
Keep It Professional Yet Upbeat: Since customer service is key for us, use a friendly and upbeat tone in your written application. This reflects our modern ‘can do’ culture, so let your personality shine through while maintaining professionalism.
Tailor Your Application: Take the time to tailor your application to the specific role of Client Services Administrator. Mention your understanding of financial services and any relevant experience in customer service environments, especially if it’s internet-based.
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’re considered for this exciting opportunity with Wealth Wizards!
How to prepare for a job interview at Wealth Wizards Limited
✨Know Your Stuff
Before the interview, make sure you understand Wealth Wizards' mission and values. Familiarise yourself with their SaaS platform and how it benefits both consumers and financial advisers. This will show your genuine interest in the role and help you connect your skills to their needs.
✨Showcase Your Admin Skills
Since the role requires strong back-office administration skills, prepare examples from your past experience that highlight your attention to detail and organisational abilities. Be ready to discuss how you've managed multiple tasks efficiently while maintaining high standards of accuracy.
✨Communicate Effectively
Practice articulating your thoughts clearly and confidently. Given the importance of customer service in this role, think of scenarios where you’ve successfully resolved client queries or improved processes. Use a friendly tone to reflect the upbeat culture they value.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, compliance standards, and how success is measured in the Client Services department. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values.