Client Services Administrator (IFA-Wealth Management)
Salary £25k + discretionary bonus + great company benefit package
Location: Brighton
Hours: Mon-Fri 9am-5pm
Hybrid: 2 days from home / 3 days office (after successful training)
An excellent opportunity has arisen for a Client Services Administrator to join a well-established and professional organisation within the financial services sector. This is a varied and client-focused role, ideal for someone who is organised, proactive and keen to build a long-term career within wealth management.
Working as part of a collaborative team, you will provide key administrative support to Advisers and Client Relationship Managers, helping to deliver a high standard of service and ensuring a smooth client journey from onboarding through to ongoing portfolio management.
Key Responsibilities:
*Preparing and processing client documentation, including AML and KYC requirements
*Maintaining accurate and up-to-date client records within the CRM system
*Handling client enquiries via phone and email, ensuring a professional and timely response
*Managing adviser diaries and scheduling client meetings
*Supporting the preparation of client review packs and annual review documentation
*Assisting with new business processing, including applications and policy updates
*Liaising with product and platform providers to obtain information and resolve queries
*Drafting and sending client correspondence
*Supporting general office administration and ensuring a professional client environment
Skills & Experience Required:
*Previous administration or office-based experience ideally within financial services
*Strong organisational skills and attention to detail
*Confident communication skills with a client-focused approach
*Good IT skills and experience using CRM systems
*Ability to manage multiple tasks and meet deadlines
*A proactive and positive attitude with a willingness to learn
This is a fantastic opportunity to join a supportive and forward-thinking organisation that offers excellent training, career development and a positive working environment. To be considered for this role please submit your CV.