Job Description

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