Client Support Administrator

3 weeks ago


Wolverhampton, Wolverhampton, United Kingdom Recruitment22 Full time

Client Services Administrator Position

A well-established financial advisory firm is looking for a dedicated Client Services Administrator to enhance their professional team. With over two decades of experience in delivering exceptional financial guidance, this organization is committed to fostering career growth and offers extensive training opportunities.

In the role of Client Services Administrator, your responsibilities will include scheduling client consultations, facilitating the onboarding process for new clients, and managing Letters of Authority along with other essential regulatory paperwork. You will also be tasked with preparing comprehensive client meeting materials, ensuring accurate policy details are obtained, generating valuation reports, and producing illustrative documents. Following the provision of advice, you will handle the processing of new business, transfers, or fund reallocations, as well as drafting post-advice correspondence.

To excel in this position, prior experience in a similar Client Services Administrator role, where you provided direct support to Financial Advisers, is essential.

Benefits and Additional Information:

  • Competitive starting salary in the range of £25,000-£27,000
  • Financial support for study materials and examinations to achieve the Level 4 Diploma in Regulated Financial Planning (DipPFS)
  • Access to an internal training and accreditation program
  • Opportunities for advancement into Paraplanning roles
  • Annual bonus linked to company performance
  • 25 days of annual leave plus public holidays
  • Pension scheme
  • Private healthcare coverage after successful completion of the probationary period
  • Private medical insurance cash plan, covering additional services such as dental and optical care
  • Standard office hours from 8:30 AM to 5:00 PM, with an early finish on Fridays

For further details, please submit your application.



  • Wolverhampton, Wolverhampton, United Kingdom Recruitment22 Full time

    Client Services Administrator OpportunityA reputable financial advisory firm is looking for a dedicated Client Services Administrator to enhance their existing operations. This organization has been delivering exceptional financial guidance for over two decades and is committed to fostering professional growth, offering training, and creating pathways for...


  • Wolverhampton, Wolverhampton, United Kingdom Recruitment22 Full time

    Client Services Administrator OpportunityA reputable financial advisory firm is looking for a dedicated Client Services Administrator to enhance their existing operations. This organization has been delivering exceptional financial guidance for over two decades and is committed to fostering professional growth, offering training, and creating pathways for...


  • Wolverhampton, Wolverhampton, United Kingdom Hays Specialist Recruitment Limited Full time

    Exciting Opportunity for a Financial Services Administrator Are you seeking a rewarding role in administration? We are pleased to present a new opportunity that may align with your career aspirations. This is a permanent position requiring prior experience in the financial services sector. Position Overview: Financial Services AdministratorSalary: £25,000 -...


  • Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our administration team, you will play a vital role in supporting our financial services firm in delivering exceptional client service.Key ResponsibilitiesClient Support: Provide...


  • Wolverhampton, Wolverhampton, United Kingdom WysePower Ltd Full time

    Key ResponsibilitiesManaging and processing work records, ensuring accurate billing and timely submissionsProviding administrative support to Quantity Surveyors in handling customer inquiries and cash collectionPreparing and submitting payment applications and supporting documentation to clients in accordance with contractual timelinesEstablishing and...


  • Wolverhampton, Wolverhampton, United Kingdom WysePower Ltd Full time

    Key ResponsibilitiesManaging and processing work records, ensuring accurate billing and timely submissionsProviding administrative support to Quantity Surveyors in handling customer inquiries and cash collectionPreparing and submitting payment applications and supporting documentation to clients in accordance with contractual timelinesEstablishing and...


  • Wolverhampton, Wolverhampton, United Kingdom SPS Technology Services Limited Full time

    Job DescriptionJob Title: AdministratorJob Summary:We are seeking a highly organized and detail-oriented Administrator to join our team at SPS Technology Services Limited. As an Administrator, you will play a crucial role in supporting various administrative functions, ensuring the smooth operation of our office.Key Responsibilities:Data Entry: Accurately...


  • Wolverhampton, Wolverhampton, United Kingdom SPS Technology Services Limited Full time

    Job DescriptionJob Title: AdministratorJob Summary:We are seeking a highly organized and detail-oriented Administrator to join our team at SPS Technology Services Limited. As an Administrator, you will play a crucial role in supporting various administrative functions, ensuring the smooth operation of our office.Key Responsibilities:Data Entry: Accurately...


  • Wolverhampton, Wolverhampton, United Kingdom Recruitment22 Full time £25,000 - £27,000

    Job OpportunityClient Services Administrator VacancyA leading financial services firm in the UK is seeking an experienced Client Services Administrator to join their team. As a Client Services Administrator, you will play a crucial role in supporting the financial advisers in their daily activities.Key Responsibilities:Arrange client meetings and onboard new...


  • Wolverhampton, Wolverhampton, United Kingdom recruitment22 Full time

    **Job Summary**We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at recruitment22. As a Client Services Administrator, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.**Key Responsibilities:**Arrange client meetings and onboard new clientsProcess...


  • Wolverhampton, Wolverhampton, United Kingdom Brook Street Full time

    Position Overview:Our esteemed client, Brook Street, is seeking dedicated Administrative Support Officers to enhance their operational team. This role is pivotal in ensuring the smooth functioning of administrative processes within the legal framework.About the Role:The Administrative Support Officer will play a crucial role in assisting with various...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Job Overview**Job Title:** Wealth Management Administrator**Salary:** £23,000 - £27,000**Location:** West MidlandsWe are seeking an experienced Financial Planning Administrator to join our close-knit and hardworking, boutique financial planning firm within the region.You will be responsible for generating review letters, submitting new business, and...


  • Wolverhampton, Wolverhampton, United Kingdom Brook Street Full time £11

    Position Overview: Our esteemed client, Brook Street, is seeking a temporary Administrative Support Specialist to enhance their operational team. This role encompasses a commitment of 22 hours per week, distributed across weekdays. The position requires the individual to work on-site. Compensation: The hourly wage is set at £44, with payments processed on a...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000

    Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000Industry: Financial ServicesWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000

    Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000Industry: Financial ServicesWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners...


  • Wolverhampton, Wolverhampton, United Kingdom Creative Support Full time

    About the RoleCreative Support is a national, fast-growing not-for-profit organisation providing support to individuals with a wide range of care needs. We are seeking a Relief Support Worker to join our team within a supported living service in Wolverhampton.Key ResponsibilitiesProvide person-centred support and practical and emotional support to...


  • Wolverhampton, Wolverhampton, United Kingdom Creative Support Full time

    About the RoleCreative Support is a national, fast-growing not-for-profit organisation providing support to individuals with a wide range of care needs. We are seeking a Relief Support Worker to join our team within a supported living service in Wolverhampton.Key ResponsibilitiesProvide person-centred support and practical and emotional support to...


  • Wolverhampton, Wolverhampton, United Kingdom University of Wolverhampton Full time

    Job SummaryThe University of Wolverhampton is seeking a highly organized and detail-oriented individual to join our Faculty Professional Services team as a School and Programme Administrator. This is a part-time position that will provide administrative support to staff and students, service courses/programmes, committees, meetings, and events.Key...


  • Wolverhampton, Wolverhampton, United Kingdom University of Wolverhampton Full time

    Job SummaryThe University of Wolverhampton is seeking a highly organized and detail-oriented individual to join our Faculty Professional Services team as a School and Programme Administrator. This is a part-time position that will provide administrative support to staff and students, service courses/programmes, committees, meetings, and events.Key...


  • Wolverhampton, Wolverhampton, United Kingdom The Smartlist Full time

    Senior Administrative Support OfficerRole Overview:The Senior Administrative Support Officer will play a crucial role within the Senior Management Team, managing sensitive information while adhering to strict confidentiality protocols.Your responsibilities will include providing comprehensive administrative support to the team. The ideal candidate will take...