Client Service Administrator

Client Services Administrator | Melbourn | Hybrid Working (3 Days Office / 2 Days Home)

Are you an experienced Financial Services Administrator looking for a role where you'll be trusted, valued and given the autonomy to make an impact from day one?

We're looking for an established Client Services Administrator to join a growing team in Melbourn, supporting a high-net-worth client base within a respected wealth management environment. This is an opportunity to join a collaborative team where your experience is genuinely valued.

Hybrid working with a 3 days office / 2 days home split

Established, supportive team of experienced Client Service Administrators

High-net-worth client base, providing interesting and varied work

Autonomy and ownership over your own workload and client relationships

Professional development opportunities, including support for industry qualifications

Work closely with advisers, developing your technical knowledge and client exposure

Long-term career prospects within financial planning and wealth management

The Role:

You'll become a key member of the Client Services team, supporting advisers and clients across the full client journey. This is ideally suited to someone who can hit the ground running and take ownership of an existing workload, while building strong relationships with both colleagues and clients.

Responsibilities will include:

• Supporting advisers with day-to-day client administration
• Managing business processing and client servicing activities
• Handling Letters of Authority (LOAs)
• Preparing and processing financial planning documentation
• Liaising with providers and clients
• Maintaining accurate client records and systems
• Supporting a high-net-worth client bank with ongoing service requirements

You'll be comfortable managing your own workload, building client relationships and working independently while remaining a collaborative member of the wider team.

Level 4 qualifications are not essential, but candidates who are studying towards qualifications or have ambitions to continue their professional development will be welcomed.

If you're an experienced Client Services professional looking for a supportive environment, genuine flexibility and the opportunity to work with high-net-worth clients in a respected wealth management business, we'd love to hear from you.