Full job descriptionClient Services Administrator
Birmingham | Hybrid Working, one day in the office required every 2 weeks
Salary up to £35,000 + Bonus + Excellent Benefits
Join a Boutique Wealth Management Firm Where Quality Comes First
Are you an experienced Client Services Administrator looking for a role where your contribution is genuinely valued?
We are partnering with a highly regarded Financial Planning firm that specialises in delivering bespoke advice to Ultra High Net Worth individuals and families. With a strong reputation for exceptional client service and long-term relationships, this growing business offers the opportunity to be part of a close-knit, professional team where quality always takes precedence over quantity.
This is an ideal opportunity for someone who enjoys building client relationships, takes pride in delivering a first-class service, and is looking to further their career within a supportive and forward-thinking environment.
What’s on Offer?
" Salary up to £35,000 (depending on experience)
" Performance-related annual bonus
" Hybrid working with excellent flexibility
" 25 days holiday plus bank holidays and additional discretionary leave
" Pension scheme and life assurance
" Ongoing support with professional qualifications and career development
" Exposure to complex and rewarding client cases
" A collaborative and supportive team culture where your voice is heard
The Opportunity
Working closely with a small team of Financial Planners, you will play a pivotal role in supporting clients throughout their financial planning journey and ensuring the highest standards of service are maintained.
Your responsibilities will include:
" Acting as a key point of contact for clients and building strong professional relationships
" Managing new business applications and seeing cases through to completion
" Preparing valuations, reports, illustrations and client meeting documentation
" Liaising with providers and third parties to ensure a seamless client experience
" Maintaining accurate client records and CRM systems
" Supporting advisers with ongoing client servicing and administrative requirements
" Ensuring all work is completed in line with regulatory and compliance standards
About You
The successful candidate will have:
" Previous experience within Financial Services, Wealth Management or Financial Planning
" Excellent communication and relationship-building skills
" Strong organisational abilities and exceptional attention to detail
" A proactive, positive approach and the ability to manage multiple priorities
" A genuine passion for delivering outstanding client service
Why Join?
This is more than just an administration role. It’s an opportunity to become an integral part of a respected wealth management firm that invests in its people, values professional development, and takes pride in delivering an exceptional experience for every client.
If you’re looking for a role where you can make a real impact while developing your career within a successful and growing business, we’d love to hear from you.
All applications will be treated in the strictest confidence quoting reference NJR-16765