Job Description
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 include:
The Candidate
The Package
Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn.
Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.
Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
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 include:
- 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
- This is an 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
Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn.
Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.
Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
About Modus Talent