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Job Title: Client Services Administrator
Location: Wolverhampton
Salary: 25,000 - 27,000
Hours: Full-time, Hybrid Working Available

Overview:
A leading SJP Partner Practice in Wolverhampton is seeking an experienced Client Services Administrator with a minimum of 2 years of wealth management experience. SJP experience is desirable.

The successful candidate will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings.

What will you do?

* Schedule and confirm client appointments, sending pre-meeting information as needed.

* Handle incoming client calls, updating contact information in Salesforce.

* Prepare meeting packs, reports, and valuation documents for Advisors.

* Input Confidential Financial Review (CFR) documentation into Salesforce.

* Process fund switches, withdrawals, and other post-meeting tasks.

* Liaise with external providers and the Paraplanning team to ensure smooth business processing.

* Ensure all work adheres to FCA, SJP, and GDPR protocols.

* Manage advisor and personal email inboxes professionally and efficiently.

What do you need?

* Minimum 2 years of wealth management experience (SJP experience desirable).

* Familiarity with financial products, compliance, and regulatory requirements (FCA, SJP).

* Proficiency with Salesforce and Microsoft Office.

* Excellent communication and organisational skills.

* Ability to manage multiple tasks and work efficiently under pressure.

What’s included?

* Competitive salary

* Pension plan

* Private healthcare (after probation) and Private Medical Insurance cash plan

* 25 days holiday + bank holidays

* Early finish on Fridays

* Hybrid working and team socials

This is a fantastic opportunity for an experienced administrator to join a professional and supportive practice