CLIENT SERVICES ADMINISTRATOR – £26,000–£30,000 – Wolverhampton – Private Healthcare, Early Friday Finish, Career Development
The Job
A growing and client‑focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast‑paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally.
Key Responsibilities
* Scheduling and confirming client appointments
* Preparing client review packs and financial documentation ahead of meetings
* Managing incoming client calls, queries and correspondence
* Maintaining accurate client records and updating CRM systems
* Generating client correspondence and post‑review documentation
* Liaising with external providers to obtain information and updates
* Processing fund switches, withdrawals and post‑meeting actions
* Supporting advisers and paraplanners with business submissions and workflow management
* Managing mailboxes and prioritising workloads effectively
* Welcoming clients and maintaining a professional front‑of‑house experience
* Excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment
The Candidate
* Strong administrative and organisational skills
* Excellent written and verbal communication
* High attention to detail and accuracy
* Ability to prioritise workloads and work to deadlines
* Strong customer service and relationship management skills
* Proficient in Microsoft Office and CRM systems
* Proactive, collaborative and solutions‑focused approach
* Experience within wealth management or financial services advantageous
* Knowledge of pensions, investments and FCA regulations beneficial
* Salesforce experience desirable
The Package
* Salary £26,000–£30,000
* Pension
* Private healthcare after probation
* Private medical cash plan including dental and optical cover
* 25 days holiday plus bank holidays
* Early finish on Fridays
* Team socials and supportive culture
* Ongoing training and development opportunities
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