We are looking for a highly organised and detail‑driven Client Services / Wealth Management Administrator to support our advisers throughout the full client journey
Job Summary
We are looking for a highly organised and detail‑driven Client Services / Wealth Management Administrator to support our advisers throughout the full client journey.
This role is central to ensuring a smooth, compliant, and professional experience for clients from initial prospect stage through onboarding and ongoing servicing.
We value diversity and provide reasonable accommodations including flexible hours and hybrid working to ensure positions align well with individual needs.
Matching Summary
We are looking for a highly organised and detail‑driven Client Services / Wealth Management Administrator to support our advisers throughout the full client journey.
Skills & Requirements
Must-have
Client journey management
AML/KYC compliance checks
CRM system proficiency
Policy information gathering
Adviser meeting preparation
Pipeline tracking and monitoring
Nice-to-have
Strong communication skills
Proactive solution-focused approach
Ability to build strong relationships
High attention to detail
Organisational skills
Experience with FE Analytics and Voyant
Key Requirements
Experience in wealth management or financial planning
Previous case management experience
Knowledge of pensions, investments, and protection products