Client Services Administrator
Pattingham, South Staffordshire WV6
Permanent
Full-time
Competitive Salary
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
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Pattingham, South Staffordshire WV6
Permanent
Full-time
Competitive Salary
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
…