About the Role

We are seeking a Client Services Administrator to join an established and growing wealth management practice. This is a full-time, permanent opportunity working within an experienced team and delivering administrative support in a vibrant and fast-paced environment.

The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service.

Key Responsibilities

• Making appointments for clients and calling them in advance to confirm, sending out relevant pre-meeting information
• Answering and logging all incoming client calls, passing on messages and ensuring that any updates to client contact information are captured on the CRM system
• Preparing new and existing client meeting packs, including wealth account reports, investor returns, valuation documents and any other necessary information for the adviser
• Creating and maintaining client records on Salesforce to ensure that GDPR, FCA and regulatory protocols are adhered to
• Generating correspondence to clients, including post-review letters
• Liaising with external providers and companies by letter, telephone and email to chase information requests
• Processing fund switches, rebalances and client withdrawals, along with any other post-meeting actions
• Preparing business submission documents for onward allocation to the paraplanning team
• Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings
• Managing own and/or adviser mailboxes in a timely and professional manner
• Welcoming clients professionally from reception for on-site meetings
• Prioritising and managing own workload effectively
• Maintaining a good knowledge of products offered and managing own learning and development
• Providing cover for other team members as required
• Participating in team meetings

Skills and Experience

Essential:

• Excellent communication skills — both written and verbal
• High attention to detail and accuracy in all work
• Ability to prioritise workloads and meet deadlines under pressure
• Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems
• A team player with a proactive and solution-focused attitude
• Excellent customer service skills

Desirable:

• 2 years of experience working within a wealth management environment
• Previous experience of working within an SJP partner practice
• Strong understanding of pensions, investments and protection products
• Good knowledge of FCA regulations and compliance requirements
• Salesforce experience

Benefits

• Competitive salary
• Pension
• Private Health Care after successful completion of probation period
• Private Medical Insurance cash plan covering dental and optical
• 25 days holiday plus bank holidays
• Early finish on Fridays
• Team socials and a great team culture

Location: In-person, South Staffordshire | Start Date: As soon as possible | Contract Type: Full-time, Permanent | Probation Period: 6 months