Client Servicing Administrator – Financial Services

About the role

This is a full‑time, hybrid position supporting busy Financial Advisers in a fast‑paced wealth management firm. You will act as the primary point of contact for client administration and onboarding, ensuring a first‑class service for high‑net‑worth clients.

Key responsibilities

• Act as first point of contact for client administration and onboarding, performing AML checks and scanning client financial reviews.
• Submit new business applications, manage cases to completion and chase documentation or funds from clients.
• Prepare suitability letters, manage the pipeline of pending business, and process surrenders, encashments and premium amendments.
• Coordinate e‑greeting and birthday cards, support client events and marketing activities.
• Maintain accurate client records in the digital database and support a paper‑less office.
• Liaise with advisers, admin centres and third‑party providers on queries and ad‑hoc projects.

Required profile

• Experience in financial services or client administration.
• Strong attention to detail and analytical mindset.
• Professional, friendly and approachable demeanor.
• Ability to handle changing demands of high‑net‑worth clients.

Required skills

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• AML checks and compliance knowledge

What we offer

• Competitive salary
• Hybrid working model (three days in the office)