While this position is focused on experienced Client Services and Wealth Management Administrators, we are also keen to speak with individuals who are looking to progress their careers within financial planning.
If you are Level 4 Diploma qualified, part-qualified and actively studying towards Level 4, or are seeking a move into a Paraplanning role, we'd welcome a confidential conversation. We are regularly instructed on a range of Senior Administrator, Technical Support, and Paraplanner opportunities and may be able to discuss positions that better align with your qualifications, experience, and long‑term career aspirations.
The Opportunity
Are you an experienced IFA/Wealth Management Administrator looking for your next move?
We're seeking a confident and capable individual who can step into a fast-paced environment and hit the ground running.
This role is ideal for someone already operating within wealth management or financial planning who understands the processes, systems, and expectations of supporting advisers and delivering a high‑quality client experience.
The Client Services Executive is an integral part of the Wealth Management support function, helping to deliver a seamless, high‑quality experience for both new and existing clients. The role supports Wealth Managers by maintaining high operational standards, ensuring commitments are fulfilled promptly and efficiently, and adhering to financial services regulatory standards and internal processes.
The successful candidate will contribute to the smooth running of the team by combining excellent client service, accurate administration, and strong attention to detail.
Key Responsibilities
Client Relationship Management & Service Delivery
* Assist Wealth Managers with diary management, meeting preparation, and general administrative support.
* Provide technical support to Wealth Managers, including compiling meeting summaries and cash flow projections.
* Build and maintain strong client relationships, ensuring communications are clear, accurate, and appropriately documented.
* Attend client meetings where required, providing administrative support and accurately recording client data, actions, and next steps.
* Manage client communications and documentation, handling client non‑advice queries.
* Support telephone responsibilities and front‑line client communications where required.
* Support the use of client‑facing tools and platforms.
* Deliver consistent, positive client experiences and ensure timely completion of client and internal commitments.
Client Onboarding & Ongoing Administration
* Onboard new clients and support high levels of engagement throughout the onboarding process.
* Manage confidential electronic records and correspondence, ensuring information is stored securely and in line with company procedures.
* Accurately record and maintain client data across all business systems, ensuring completeness and auditability.
Operational Support & Business Administration
* Track and report on key management information, including client meetings and time allocation.
* Work collaboratively with colleagues to exceed customer service expectations.
* Support additional duties as required to meet team and company objectives, including investment administration.
Regulatory & Compliance Support
* Ensure all work is completed in line with financial services regulatory standards and internal procedures.
* Maintain the highest levels of professionalism, confidentiality, and care in all client interactions and record keeping.
What We're Looking For
* Proven experience within an IFA, Wealth Management, or Financial Planning environment.
* Ability to hit the ground running with minimal training.
* Strong understanding of pensions, investments, and protection products.
* Experience using back‑office systems and CRM platforms.
* Excellent communication skills, with the ability to liaise effectively with Advisers, Paraplanners, and Clients.
* Strong organisational skills and the ability to manage competing priorities.
* High attention to detail and accuracy.
* A proactive approach and commitment to delivering exceptional client service.
* Team‑oriented mindset with a willingness to support colleagues.
* 26 days annual leave plus bank holidays.
* Contributory pension scheme.
* Life assurance.
* Health insurance.
* Ongoing career development and support.
* Cycle to Work scheme.
Interested?
If you're an experienced Wealth Management or Financial Planning Administrator looking for a role where you can make an immediate impact, we'd love to hear from you.
And if you're progressing towards Level 4 qualifications or considering a move into Paraplanning, please get in touch as we'd be delighted to discuss additional opportunities available within the market.
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