Senior Client Services Admin - Wealth & Planning, Hybrid

AWD Recruitment; England; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

5% pension contribution

Occupational sick pay

Medical cashback plan

Death in service cover

26 days leave

Job summary

AWD Recruitment is seeking a Senior Client Services Administrator with financial services experience in Bedfordshire for a hybrid role. You will support advisers, manage client records and handle correspondence to ensure a positive client journey.

In this position you will collaborate with financial planners, train junior staff, and help implement process improvements to raise service standards. Strong MS Office and Intelliflo skills are beneficial.

Qualifications

• Experience in financial services or wealth management is essential.
• Educated to at least A Level including Maths and English GCSEs.
• Proficient with Microsoft Office Suite.
• Intelliflo experience preferred.

Responsibilities

• Build and maintain strong client relationships with accurate administration support.
• Handle client queries and resolve issues, escalating complex matters when needed.
• Organise client meetings for financial planners.
• Write templated letters to clients following advice or meetings.
• Create and maintain accurate client records on Intelliflo.
• Liaise with product providers and third parties where appropriate.
• Support junior team members and collaborate with internal teams.
• Contribute to process improvements and client service standards.

Skills

Client relationship management

Time management

Attention to detail

Communication

Education

A Level or equivalent

Tools

Intelliflo

Microsoft Office

Job description

AWD Recruitment is seeking a Senior Client Services Administrator with financial services experience in Bedfordshire for a hybrid role. You will support advisers, manage client records and handle correspondence to ensure a positive client journey.

In this position you will collaborate with financial planners, train junior staff, and help implement process improvements to raise service standards. Strong MS Office and Intelliflo skills are beneficial.