Client Services Administrator

IFA Administrator - Worcester, West Midlands

Ref: 1518Monday 25 March 2024

£25000 - £30000

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Exciting Opportunity for a Senior Client Services Administrator


Are you an experienced Senior Client Services Administrator seeking a new challenge? We are currently recruiting for a prestigious financial planning firm that is looking to add a dedicated professional to their team. This is an excellent opportunity to showcase your expertise in wealth management and client service while taking on a leadership role within a dynamic environment.




  • Collaborate closely with Financial Planners to ensure the delivery of exceptional client service.
  • Serve as a primary point of contact for clients, demonstrating effective and proactive communication skills.
  • Manage all administrative tasks on behalf of the Financial Planner, including maintaining client records and processing business in line with established procedures.
  • Utilize back-office systems and technology to streamline workflow and enhance efficiency.
  • Provide coaching and support to team members to enhance their skills and competencies.
  • Work alongside the Client Services Manager to oversee the day-to-day operations of the team.
  • Liaise with operational teams to provide coaching and monitor processes and procedures for effectiveness.
  • Identify and mitigate risks and breaches, ensuring compliance with regulatory requirements.
  • Contribute to the development of realistic and usable processes and procedures to optimize team performance.
  • Handle general inquiries, phone calls, and invitations to planners as needed.




  • Minimum of 3 years of experience working as an administrator or equivalent in financial planning/wealth management.
  • Possession of CII/CISI/LIBF qualifications at level 3 or above.


This is an excellent opportunity for a skilled Senior Client Services Administrator to take on a pivotal role within a reputable financial planning firm. If you are passionate about delivering exceptional client service and possess the necessary qualifications, we want to hear from you.


To apply, please submit your resume detailing your relevant experience and qualifications. We look forward to reviewing your application.


IFA Administrator, Wealth Management Administrator, Financial Services Administrator

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