Client Services Administrator

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:

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 with in 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 Linked In.
  
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