Wealth Management Client Services Specialist (Hybrid)

Confidential; Farnham; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

25 days annual leave + bank holidays

Pension scheme

Life assurance and income protection

Flexible benefits platform

Career development opportunities

Job summary

Confidential wealth management firm in Farnham is seeking a Client Services Administrator to join its Advice Delivery team. This full-time role offers hybrid working (3 days in the office) and a salary of £30,000–£35,000 DOE.

You will support advisers and client onboarding, manage ongoing servicing, and maintain CRM records. The ideal candidate is highly organised, client-facing, and able to handle multiple priorities with clear communication and teamwork.

Qualifications

• Must be highly organised and delivery-focused.
• Experienced in a client-facing administrative role.
• Desirable: experience in financial planning, wealth management, or financial services.
• Familiar with CRM systems and managing multiple priorities.
• Strong communication and customer service skills.
• Proactive self-starter with a collaborative attitude.

Responsibilities

• Deliver outstanding service and support to clients at all times.
• Manage client onboarding and ongoing servicing processes efficiently.
• Build strong working relationships with clients, advisers, paraplanners, and colleagues.
• Communicate effectively via telephone, email, and other channels.
• Maintain accurate records and utilise CRM systems effectively.
• Support continuous process improvement initiatives.
• Contribute positively to team culture and business projects as required.

Skills

Highly organized

Client-facing

CRM systems

Multitasking

Clear communication

Proactive attitude

Team player

Tools

CRM software

Job description

Confidential wealth management firm in Farnham is seeking a Client Services Administrator to join its Advice Delivery team. This full-time role offers hybrid working (3 days in the office) and a salary of £30,000–£35,000 DOE.

You will support advisers and client onboarding, manage ongoing servicing, and maintain CRM records. The ideal candidate is highly organised, client-facing, and able to handle multiple priorities with clear communication and teamwork.