Client Services Administrator - CSA - Sunderland
Client Services Executive – Wealth Management
A forward-thinking, expanding wealth management firm is seeking a Client Services Executive to join their established team. This role is ideal for someone with a background in financial services administration who thrives in a professional, client-focused environment and is looking for a long-term career within a high-quality firm.
Key Responsibilities:
* Provide comprehensive administrative support to Financial Planners and Paraplanners
* Manage new business processing and ongoing client servicing across pensions, investments, and protection
* Liaise with clients, providers, and internal teams to ensure smooth and efficient case progression
* Maintain accurate records and ensure all documentation is compliant and up to date
* Support client review preparation and general back-office processes
Requirements:
* Experience in a similar client services or IFA administration role
* Knowledge of financial products including pensions, investments, and protection
* Strong organisational skills and excellent attention to detail
* Professional, client-centric approach and strong interpersonal skills
* Confident using industry platforms and CRM systems
What’s on Offer:
* Competitive salary and benefits
* Supportive team culture with excellent career development opportunities
* Exposure to a wide range of clients and financial planning cases
* Hybrid working options and a modern, professional working environment
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