Client Services Administrator

Wells Gibson Limited; Dundee; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a dynamic and forward-thinking financial planning firm as a Client Services Administrator. This role offers a unique opportunity to contribute to exceptional client experiences while supporting a wealth planning team. With a focus on professional development, you will manage client data, coordinate meetings, and handle compliance documentation. The firm is renowned for its personalized services and offers a supportive culture in a stunning office space. If you're detail-driven and passionate about client relations, this is the perfect opportunity to grow your career.

Qualifications

• 1-2 years in administration, ideally within financial planning or professional services.
• Exceptional written and verbal communication skills.

Responsibilities

• Provide administrative assistance to the team and manage office supplies.
• Maintain and update client portfolios, ensuring compliance.

Skills

Administrative Support

Communication Skills

Attention to Detail

Organisational Skills

Technical Proficiency

Client-Focused

Compliance Knowledge

Education

Degree in Finance

Degree in Business Administration

Tools

Microsoft Office

CRM Systems

Job description

Join Our Team

Embark on a fulfilling journey with Wells Gibson as a Client Services Administrator and play a vital role within our dynamic, forward-thinking team. From day one, you’ll actively contribute to client relationships and operational excellence, supporting our mission to deliver an exceptional experience to high-net-worth families.

This is an exciting opportunity to step into a key administrative role with the potential to develop into a Client Services Specialist, all while growing your career within an ambitious, inclusive, financial planning firm.

As a boutique and multi-award-winning firm, Wells Gibson is renowned for its personalised financial planning services. We offer a supportive culture, a stunning office space in Dundee, and a strong focus on professional development—for our clients and our people. If you’re detail-driven, client-focused, and passionate about making a difference in a collaborative environment, this could be the perfect opportunity for you.

Your Role at a Glance

This position offers an exciting entry point with the opportunity to grow into a Client Services Specialist role. You will become a key player in ensuring exceptional client experiences by supporting the wealth planning team, liaising directly with clients and third-party providers, and managing core operations.

• General Administrative Support:Provide administrative assistance to the team, manage office supplies, and help with day-to-day operations.
• Portfolio Management:Maintain and update client portfolios, input data, and generate performance reports while ensuring compliance.
• Client Relationship Management:Manage client data, coordinate meetings, prepare communications, and track service milestones to enhance client engagement.
• Document Preparation & Compliance:Handle onboarding documents, Letters of Engagement, and ensure compliance with FCA and AML regulations.
• Operational Support:Coordinate with suppliers, resolve administrative requests, and facilitate smooth operations, escalating issues when necessary.
• Marketing & Communication Support:Assist in creating client newsletters, social media content, and ensuring brand consistency.

What You'll Bring

Essential

• Experience:1–2 years in administration, ideally within financial planning or professional services.
• Communication Skills:Exceptional written and verbal skills, with the ability to interact confidently with high-net-worth clients and internal stakeholders.
• Attention to Detail:Meticulous and proactive in managing client data, documentation, and deadlines.
• Organisational Skills: Highly organised, able to manage multiple priorities, work independently, and stay composed under pressure.
• Technical Proficiency:Skilled in Microsoft Office (Excel, Word, Outlook), financial platforms, and CRM systems. Quick to adapt to new systems and workflows.
• Client-Focused:A dedicated approach to delivering a seamless and personalised client experience.
• Compliance Knowledge:Understanding of FCA/AML requirements, with a commitment to maintaining high standards of compliance.

Desirable

• A degree or equivalent qualificationin Finance, Business Administration, or a related discipline.
• Familiarity with financial administration, investment platforms, and wealth management terminology.
• Experience in marketing or communications– such as assisting with client newsletters, social media content, or branding—would be a valuable asset.
• Working knowledge ofclient relationship systems, digital tools, and workflow platforms commonly used in financial planning firms.