Client Services Administrator

Senior Client Services Administrator - Wealth Management

Worcestershire / Hybrid c£30,000 + Benefits

Are you an experienced Administrator with a background in wealth management who loves delivering exceptional client service?

We're working with a well-established, highly regarded wealth management firm known for its personal approach, strong ethics, and genuine commitment to putting clients first. With steady growth and an excellent reputation across the region, this is a fantastic opportunity to join a supportive team where your contribution really matters.

The Role

As Senior Client Services Administrator, you'll work closely with Financial Planners to ensure a seamless client experience and smooth day-to-day operations. You'll take ownership of workflows, use technology to streamline processes, and act as a trusted point of contact for clients, always communicating with clarity and care.

You'll also manage client records, process business, and oversee AML documentation, ensuring compliance and accuracy at every stage. Beyond your core responsibilities, you'll play a key role in supporting and mentoring team members, helping to drive continual improvement across the function.

What You'll Bring

• Proven experience in financial planning or wealth management administration
• Ideally CII, CISI, or LIBF qualified to Level 3 or above (or working towards it)
• Excellent organisational and communication skills
• A proactive, team-focused mindset and genuine passion for client service

What's on Offer

A competitive salary, private medical insurance, 22 days' holiday plus Christmas closure and bank holidays, pension, and a collaborative environment where you'll be encouraged to grow and develop.

If you're looking for a role where your experience will be valued and your voice heard, this could be the perfect next step.