Client Services Administrator

CLIENT SERVICES ADMINISTRATOR – £26,000–£30,000 – Wolverhampton – Private Healthcare, Early Friday Finish, Career Development 
  
The Job 
A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. 
  
This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. 
  
Key responsibilities include: 

Scheduling and confirming client appointments  
Preparing client review packs and financial documentation ahead of meetings  
Managing incoming client calls, queries and correspondence  
Maintaining accurate client records and updating CRM systems  
Generating client correspondence and post-review documentation  
Liaising with external providers to obtain information and updates  
Processing fund switches, withdrawals and post-meeting actions  
Supporting advisers and paraplanners with business submissions and workflow management  
Managing mailboxes and prioritising workloads effectively  
Welcoming clients and maintaining a professional front-of-house experience  
This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment.    
The Candidate 

Strong administrative and organisational skills  
Excellent written and verbal communication  
High attention to detail and accuracy  
Ability to prioritise workloads and work to deadlines  
Strong customer service and relationship management skills  
Proficient in Microsoft Office and CRM systems  
Proactive, collaborative and solutions-focused approach  
Experience within wealth management or financial services advantageous  
Knowledge of pensions, investments and FCA regulations beneficial  
Salesforce experience desirable     
The Package 

Salary £26,000–£30,000  
Pension  
Private healthcare after probation  
Private medical cash plan including dental and optical cover  
25 days holiday plus bank holidays  
Early finish on Fridays  
Team socials and supportive culture  
Ongoing training and development opportunities     
Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. 
  
Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. 
  
Our approach is methodical, consultative and tailored — offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. 
  
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation