Senior Client Services​/Wealth Management Administrator ) Hybrid &42

Senior Client Services/Wealth Management Administrator London (City) Hybrid up to £42,000 + Bonus/Benefits

We're assisting a highly regarded Wealth Management firm seeking an experienced Client Services Administrator to join their growing team.

You’ll maintain high standards of accuracy, manage key workflows, and play an important role in delivering exceptional service to advisers and clients. This is ideal if you’re looking to take greater ownership of processes within a people-focused organisation with a strong culture and genuine commitment to development.

• Produce portfolio reports and pre-meeting documentation
• Review and correct client cash accounts
• Draft client servicing correspondence
• Maintain internal systems and workflows
• Support advisers and paraplanners with client servicing activities
• Identify process improvements and drive operational efficiency
• Support team training and development

• Previous client servicing experience within financial services
• Wealth Management experience
• Excellent organisation, time management and written communication
• Strong attention to detail with commitment to quality
• Comfortable working under pressure and meeting tight deadlines
• Self-motivated, results-driven team player
• Good understanding of financial services industry
• Proficiency with Microsoft Office and business systems
• Intelliflo experience desirable