Client Services Administrator - wealth management

Client Services Administrator – Wealth Management

Location: Watford, HertfordshireJob Type: Full-time, PermanentSalary: Competitive, dependent on experienceAbout the RoleWe are working with a well-established wealth management business in Watford that is looking to recruit a Client Services Administrator to join its growing team.This is an excellent opportunity for an organised and client-focused individual to support financial advisers in delivering a high-quality service to clients.

You will play an important role in the day-to-day administration of client relationships, ensuring that financial planning processes run smoothly and that clients receive an efficient, professional service.The ideal candidate will have experience in financial services, wealth management or financial planning administration, although candidates with strong transferable administrative skills and a keen interest in financial services may also be considered.Key ResponsibilitiesProvide administrative support to financial advisers and wealth management professionals.Assist with the preparation of client meeting packs, reports and financial planning documentation.Process new business applications and maintain accurate client records.Liaise with clients, providers and product platforms to obtain information and progress applications.Support the preparation and processing of client reviews, ensuring all documentation is up to date.Monitor outstanding cases and follow up with providers to ensure timely completion.Maintain client files in line with regulatory requirements and internal compliance procedures.Handle client enquiries professionally and ensure a high standard of customer service.Assist with the preparation of suitability reports and other financial planning documentation, where appropriate.Ensure all administrative activities are completed accurately and within agreed deadlines.About YouPrevious experience in financial services administration, wealth management, financial planning or a similar client services role would be advantageous.Strong organisational skills with excellent attention to detail.Confident communication skills and a professional telephone manner.Ability to manage multiple tasks and prioritise workloads effectively.Comfortable using Microsoft Office and client relationship management systems.A proactive approach with the ability to work independently and as part of a team.A genuine interest in financial planning and wealth management.An understanding of financial services compliance and regulatory requirements would be beneficial.What's on Offer?Competitive salary, dependent on experience.The opportunity to join an established wealth management business.A supportive and professional working environment.Opportunities for ongoing training and professional development.Potential to progress within financial services and wealth management.The opportunity to build valuable experience supporting financial advisers and their clients.How to ApplyIf you are an organised, client-focused professional looking to develop your career in wealth management, we would love to hear from you.Apply today to find out more about this opportunity.