Client Services Administrator
Pattingham, South Staffordshire WV6
Permanent Full-time Competitive Salary
About the Role
We are seeking a Client Services Administrator to join an established and growing wealth management practice. This is a full-time, permanent opportunity working within an experienced team and delivering administrative support in a vibrant and fast-paced environment. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service.
Key Responsibilities
* Making appointments for clients and calling them in advance to confirm, sending out relevant pre-meeting information
* Answering and logging all incoming client calls, passing on messages and ensuring that any updates to client contact information are captured on the CRM system
* Preparing new and existing client meeting packs, including wealth account reports, investor returns, valuation documents and any other necessary information for the adviser
* Creating and maintaining client records on Salesforce to ensure that GDPR, FCA and regulatory protocols are adhered to
* Generating correspondence to clients, including post-review letters
* Liaising with external providers and companies by letter, telephone and email to chase information requests
* Processing fund switches, rebalances and client withdrawals, along with any other post-meeting actions
* Preparing business submission documents for onward allocation to the paraplanning team
* Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings
* Managing own and/or adviser mailboxes in a timely and professional manner
* Welcoming clients professionally from reception for on‑site meetings
* Prioritising and managing own workload effectively
* Maintaining a good knowledge of products offered and managing own learning and development
* Providing cover for other team members as required
* Participating in team meetings
Skills and Experience
Essential
* Excellent communication skills — both written and verbal
* High attention to detail and accuracy in all work
* Ability to prioritise workloads and meet deadlines under pressure
* Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems
* A team player with a proactive and solution‑focused attitude
* Excellent customer service skills
Desirable
* 2 years of experience working within a wealth management environment
* Previous experience of working within an SJP partner practice
* Strong understanding of pensions, investments and protection products
* Good knowledge of FCA regulations and compliance requirements
* Salesforce experience
Benefits
* Competitive salary
* Pension
* Private Health Care after successful completion of probation period
* Private Medical Insurance cash plan covering dental and optical
* 25 days holiday plus bank holidays
* Early finish on Fridays
* Team socials and a great team culture
Location: In‑person, South Staffordshire
Start Date: As soon as possible
Contract Type: Full‑time, Permanent
Probation Period: 6 months
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