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
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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
Salary description
£26000.00 - £30000.00 per year