Wealth Management/Client Services Administrator

Location: Wolverhampton area (in-person role)
Contract: Full-time, Permanent
Start Date: ASAP
Salary: £25k-£30k

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