Wealth Management Client Services Specialist

Shearwater Recruitment Limited.; Borehamwood; On-site; GBP 25,000 - 29,000; Full time

Job summary

Shearwater Recruitment is partnering with an established wealth management practice in Elstree to recruit a Client Administrator. This permanent, full-time, office-based role supports Financial Advisers with client administration, onboarding and paraplanning, with the emphasis on telephone contact and excellent service.

You will handle meetings, documentation, and ongoing admin, while ensuring FCA compliance and Consumer Duty requirements are met.

Qualifications

• Excellent telephone and communication skills with confidence making outbound calls
• Strong organisational skills and attention to detail
• Excellent customer service skills
• Ability to manage multiple priorities in a fast-paced environment
• Proficient in Microsoft Office and CRM systems

Responsibilities

• Preparing documentation and meeting packs for client meetings
• Processing new business, client onboarding and ongoing administration
• Liaising with product providers on investments, pensions and protection policies
• Monitoring and progressing client cases from submission through to completion
• Making outbound calls to clients to arrange Annual Review Meetings
• Contacting clients to obtain outstanding information and documentation
• Following up with prospective clients where appropriate
• Handling client enquiries professionally and providing excellent customer service
• Managing adviser diaries and appointment scheduling
• Maintaining accurate client records and updating CRM systems
• Ensuring all work complies with FCA regulations and the practice's compliance standards
• Supporting Consumer Duty requirements and attending relevant compliance training
• Preparing Annual Review and Fund Switch reports
• Assisting with new investment and pension cases, including regular contributions and lump sum investments
• Supporting colleagues with administrative tasks
• Helping train new team members and contributing to continuous improvement

Skills

Telephone skills

Organisational skills

Customer service

Multitasking

Microsoft Office

CRM systems

Tools

Microsoft Office

CRM systems

Salesforce

Job description

Shearwater Recruitment is partnering with an established wealth management practice in Elstree to recruit a Client Administrator. This permanent, full-time, office-based role supports Financial Advisers with client administration, onboarding and paraplanning, with the emphasis on telephone contact and excellent service.

You will handle meetings, documentation, and ongoing admin, while ensuring FCA compliance and Consumer Duty requirements are met.