Senior Client Services/Wealth Management Administrator London (City) | Hybrid | up to £42,000 + Bonus/Benefits

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Location: City of London

Job Ref: JC

Salary: up to £42,000 + Bonus/Benefits

Work From Home option: Yes

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Senior Client Services/Wealth Management Administrator

London (City) | Hybrid | up to £42,000 + Bonus/Benefits

We’re assisting a highly regarded Wealth Management firm seeking an experienced Client Services Administrator to join their growing team.

You’ll maintain high standards of accuracy, manage key workflows, and play an important role in delivering exceptional service to advisers and clients. This is ideal if you’re looking to take greater ownership of processes within a people-focused organisation with a strong culture and genuine commitment to development.

Key Responsibilities:

Produce portfolio reports and pre-meeting documentation

Review and correct client cash accounts

Draft client servicing correspondence

Maintain internal systems and workflows

Support advisers and paraplanners with client servicing activities

Identify process improvements and drive operational efficiency

Support team training and development

What We’re Looking For:

Previous client servicing experience within financial services

Wealth Management experience

Excellent organisation, time management and written communication

Strong attention to detail with commitment to quality

Comfortable working under pressure and meeting tight deadlines

Self-motivated, results-driven team player

Good understanding of financial services industry

Proficiency with Microsoft Office and business systems

Intelliflo experience desirable

Apply: joc@financialdivisions.co.uk