Wealth Management Client Services Associate (Solihull)

Partners Wealth Management LLP; Metropolitan Borough of Solihull; Hybrid; GBP 21,000 - 26,000; Full time

Job summary

Partners Wealth Management LLP is seeking a proactive Receptionist/Office Administrator to support Advisers, manage the Solihull office reception, and maintain a professional client experience.

You will handle switchboard calls, coordinate meetings, process adviser fees, and ensure accurate records in Xplan, while liaising with the Operations team to uphold service standards and regulatory compliance.

Qualifications

• Numeracy and literacy skills to at least A level/Higher standard.
• 1–2 years experience in Wealth Management Client Services or Adviser Support.
• Knowledge of pensions, ISAs, GIAs, bonds and investment products.
• Understanding of client onboarding and new business processes.
• Understanding regulatory and compliance requirements within a Wealth Management organisation.

Responsibilities

• Answer the main switchboard inbound calls and be a key contact for client queries, delivering high standard service.
• Arrange client review meetings and prepare pre-meeting documentation and post-meeting activities.
• Create fee estimations within Commpay and process adviser fees accurately.
• Maintain client records in Xplan and ensure compliance with FCA procedures.
• Work with PWM Operations to ensure clear communication and high service levels.
• Greet clients and visitors; manage reception and access for contractors.
• Assess and report office risks per Health & Safety regulations.
• Manage meeting room bookings and ensure refreshments for external meetings.
• Report faults with office machinery and manage post/CRM scanning and filing.
• Suggest improvements and maintain PWM procedures.

Skills

5-star service

Attention to detail

Organization

Time management

Client-focused

Communication

Education

A level or higher

Tools

Microsoft Word

Microsoft Excel

Job description

Partners Wealth Management LLP is seeking a proactive Receptionist/Office Administrator to support Advisers, manage the Solihull office reception, and maintain a professional client experience.

You will handle switchboard calls, coordinate meetings, process adviser fees, and ensure accurate records in Xplan, while liaising with the Operations team to uphold service standards and regulatory compliance.