Wealth Management Administrator

3 days ago

Worcester, United Kingdom CAP Resourcing LTD Full time

Recruitment Director | Talent Acquisition Partner | Financial Services, Architecture & Business Support | Full-Cycle Recruitment Specialist | CAP… Senior Client Services Administrator – Wealth / Pensions / Investments Are you an experienced Administrator from a Wealth Management, Pensions, or Investments background who thrives on delivering exceptional client service? Looking for a role where your expertise is genuinely valued and where you can make a real difference to clients and colleagues alike? We’re partnering with a respected, long-established wealth management firm celebrated for its personal touch, strong values, and unwavering commitment to doing the right thing for its clients. With steady growth and an enviable reputation across the region, this is a brilliant opportunity to join a supportive team where you’ll feel trusted, appreciated, and part of something meaningful. The Role As the Senior Client Services Administrator, you’ll be at the heart of the client experience. Working closely with a team of Financial Planners, you’ll ensure everything runs smoothly, managing workflows, streamlining processes, and offering clear, caring communication at every step. You’ll take ownership of client records, process new business, and oversee AML and compliance checks with accuracy and confidence. You’ll also play a positive role within the wider team, mentoring colleagues, sharing knowledge, and helping to continuously improve the way things are done. What You’ll Bring Experience in wealth management, pensions, or investments administration Strong organisational skills and the ability to prioritise effectively A proactive, collaborative mindset and an authentic passion for delivering a first-class client experience What’s on Offer You’ll enjoy a competitive salary, private medical insurance, 22 days’ holiday plus Christmas closure and bank holidays, pension, and the chance to grow professionally within a genuinely collaborative environment. If you’re looking for a role where your experience will be recognised, your voice will be heard, and your work will genuinely matter, this could be your perfect next step. Seniority level Not Applicable Employment type Full-time Job function Administrative #J-18808-Ljbffr

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