Client Services Administrator

Are you an experienced IFA/Wealth Management Administrator looking for your next move? We’re seeking a confident and capable individual who can step into a fast-paced environment and hit the ground running.

This role is ideal for someone already operating within wealth management or financial planning, who understands the processes, systems, and expectations of supporting advisors and delivering a high-quality client experience.

The Role

You will act as a key point of contact for both Advisors and Clients, providing essential administrative and operational support across the full client lifecycle.

Key responsibilities include:

• Supporting Advisors with diary management, queries, and day-to-day coordination
• Managing workflows and processes via CRM
• Preparing cases for paraplanning, ensuring all information is accurate and complete
• Processing new business and ongoing administration across pe...