Job Description
Senior Client Services Administrator – Wealth / Pensions / Investments
Worcestershire / Hybrid
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?
We’re 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 you’ll feel trusted, appreciated, and part of something meaningful.
The Role
As the Senior Client Services Administrator, you’ll be at the heart of the client experience. Working closely with a team of Financial Planners, you’ll ensure everything runs smoothly, managing workflows, streamlining processes, and offering clear, caring communication at every step.
You’ll take ownership of client records, process new business, and oversee AML and compliance checks with accuracy and confidence. You’ll also play a positive role within the wider tea...