Senior Client Services Administrator Wealth / Pensions / Investments
Are you an experienced Administrator from a Wealth Management, Pensions, or Investments background who thrives on delivering exceptional client service? Looking for a role where your expertise is genuinely valued and where you can make a real difference to clients and colleagues alike?
Were partnering with a respected, long-established wealth management firm celebrated for its personal touch, strong values, and unwavering commitment to doing the right thing for its clients. With steady growth and an enviable reputation across the region, this is a brilliant opportunity to join a supportive team where youll feel trusted, appreciated, and part of something meaningful.
The Role
As the Senior Client Services Administrator, youll be at the heart of the client experience. Working closely with a team of Financial Planners, youll ensure everything runs smoothly, managing workflows, streamlining processes, and offering clear, caring communication at every step.
Youll take ownership of client records, process new business, and oversee AML and compliance checks with accuracy and confidence. Youll also play a positive role within the wider team, mentoring colleagues, sharing knowledge, and helping to continuously improve the way things are done.
What Youll Bring
1. Experience in wea...