Client Services Administrator

Wolverhampton - UK

Yearly Salary: £ 25000 - 30000

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Job Summary

Client Services Administrator

Location: Wolverhampton area (in-person role)
Contract: Full-time Permanent
Start Date: ASAP

We are seeking a Client Services Administrator to join a well-established financial services firm with over 20 years of experience delivering exceptional advice and outstanding client service. This is a fantastic opportunity to work within a vibrant fast-paced environment alongside an experienced team.

About the Role:
You will play a key role in supporting financial advisers and paraplanners ensuring client meetings are prepared and all administrative tasks are completed to a high standard. This position requires strong organisational skills attention to detail and a proactive approach.

Key Responsibilities:

Schedule and confirm client appointments prepare meeting packs and documentation
Maintain accurate client records in line with compliance standards
Handle client queries professionally via phone and email
Liaise with external providers and internal teams to process requests
Support post-meeting actions such as fund switches and withdrawals
Manage workload effectively and provide cover for team members when needed

Skills & Experience:
Essential:

Excellent communication skills (written and verbal)
High attention to detail and accuracy
Ability to prioritise and meet deadlines under pressure
Proficient in Microsoft Office and CRM systems
Strong customer service skills

Desirable:

Experience in wealth management or financial services
Knowledge of pensions investments and protection products
Familiarity with FCA regulations and compliance

Benefits:

Competitive salary
Pension scheme
Private healthcare after probation
25 days holiday plus bank holidays
Early finish on Fridays
Team socials and a great culture

Client Services Administrator Location: Wolverhampton area (in-person role) Contract: Full-time Permanent Start Date: ASAP We are seeking a Client Services Administrator to join a well-established financial services firm with over 20 years of experience delivering exceptional advice and outstanding ...