Senior Client Services Lead - Wealth Planning

Placr Recruitment; Haywards Heath; On-site; GBP 34,000 - 42,000; Full time

Job summary

Placr Recruitment is recruiting on behalf of an established financial planning firm for a Senior Client Services Executive. Location is Haywards Heath; salary up to £38,000 per year, depending on experience.

You will own client administration, progress cases, and support advisers and paraplanners. You will coordinate pensions, investments and broader financial planning activities, build strong client relationships, and help improve processes while maintaining compliance and accurate records in

Qualifications

• Demonstrable experience in financial planning or wealth management administration.
• A good working knowledge of pensions, investments and the associated administration processes.
• Experience processing new business and managing cases through to completion.
• Confidence liaising directly with clients, advisers, paraplanners and providers.
• An understanding of the importance of confidentiality, accurate records and compliance within a regulated environment.
• Excellent attention to detail and strong organisational skills.
• The ability to prioritise competing demands and meet deadlines with minimal supervision.
• Strong written and verbal communication skills.
• Experience using financial services back-office systems, provider portals and investment platforms.
• Proficiency in Microsoft Word, Excel and Outlook.
• A collaborative approach and willingness to support colleagues.

Responsibilities

• Take ownership of client administration and new business processing, managing cases from initial instruction through to completion.
• Provide proactive support to financial advisers and paraplanners across pensions, investments and other financial planning work.
• Handle more complex administrative cases, identifying outstanding requirements and resolving delays with providers.
• Build strong relationships with clients, providing clear updates and responding professionally to queries.
• Prepare and coordinate meeting packs, valuations, correspondence and documentation for client reviews.
• Obtain policy information, track transfers and process applications, withdrawals and other client instructions accurately.
• Liaise with product providers and investment platforms to ensure transactions progress within agreed timescales.
• Maintain accurate client records and a clear audit trail within the firm's back-office systems.
• Complete relevant administrative and compliance checks in line with the firm's procedures, escalating concerns appropriately.
• Manage priorities and deadlines, keeping advisers and colleagues informed of progress and potential issues.
• Support less experienced team members by sharing technical knowledge and providing practical guidance.
• Identify opportunities to improve processes, reduce errors and strengthen the client experience.
• Support the Operations and Client Services Manager with workflow coordination and service standards.

Skills

Wealth management

Administration

Pensions

Investments

Client liaison

Compliance

Attention to detail

Communication skills

MS Office

Back-office systems

Tools

Microsoft Word

Excel

Outlook

Provider portals

Investment platforms

Job description

Placr Recruitment is recruiting on behalf of an established financial planning firm for a Senior Client Services Executive. Location is Haywards Heath; salary up to £38,000 per year, depending on experience.

You will own client administration, progress cases, and support advisers and paraplanners. You will coordinate pensions, investments and broader financial planning activities, build strong client relationships, and help improve processes while maintaining compliance and accurate records in