Client Services Administrator - CSA - Sunderland

Frey Consulting Group; North East; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A wealth management firm in Sunderland is seeking a Client Services Executive to provide comprehensive support to Financial Planners. Ideal candidates will have a background in financial services administration, strong organizational skills, and a client-focused approach. The role offers competitive salary, supportive culture, and hybrid working options.

Benefits

Competitive salary and benefits

Supportive team culture

Career development opportunities

Hybrid working options

Qualifications

• Experience in a similar client services or IFA administration role.
• Knowledge of financial products including pensions, investments, and protection.
• Strong organizational skills and excellent attention to detail.

Responsibilities

• Provide comprehensive administrative support to Financial Planners and Paraplanners.
• Manage new business processing and ongoing client servicing across pensions, investments, and protection.
• Liaise with clients, providers, and internal teams to ensure smooth case progression.

Skills

Experience in client services

Knowledge of financial products

Strong organizational skills

Professional client-centric approach

Confident using industry platforms and CRM systems

Job description

Client Services Administrator - CSA - Sunderland

Client Services Executive – Wealth Management

A forward-thinking, expanding wealth management firm is seeking a Client Services Executive to join their established team. This role is ideal for someone with a background in financial services administration who thrives in a professional, client-focused environment and is looking for a long-term career within a high-quality firm.

Key Responsibilities:

• Provide comprehensive administrative support to Financial Planners and Paraplanners
• Manage new business processing and ongoing client servicing across pensions, investments, and protection
• Liaise with clients, providers, and internal teams to ensure smooth and efficient case progression
• Maintain accurate records and ensure all documentation is compliant and up to date
• Support client review preparation and general back-office processes

Requirements:

• Experience in a similar client services or IFA administration role
• Knowledge of financial products including pensions, investments, and protection
• Strong organisational skills and excellent attention to detail
• Professional, client-centric approach and strong interpersonal skills
• Confident using industry platforms and CRM systems

What’s on Offer:

• Competitive salary and benefits
• Supportive team culture with excellent career development opportunities
• Exposure to a wide range of clients and financial planning cases
• Hybrid working options and a modern, professional working environment