Wealth Management Client Servicing Administrator

The JobsBoard; Farnborough; On-site; GBP 26,000 - 34,000; Full time

Job summary

Artemis Recruitment Consultants is seeking an IFA Administrator (Servicing) to join its Business Support team in Farnborough. The role focuses on delivering a high-quality service to clients and Financial Advisers, handling daily client accounts, and ensuring servicing requests are processed accurately and efficiently.

You will work with Advisers, Paraplanners and internal departments to maintain accurate records and compliant documentation, contributing to a smooth client experience.

Qualifications

• Previous experience in an administration or client servicing role, ideally within financial services or wealth management.
• Strong organisational and time-management skills, with the ability to prioritise competing workloads.
• Excellent attention to detail and a commitment to maintaining accurate records.
• A professional and confident telephone manner, with strong communication skills.

Responsibilities

• Process client servicing requests in line with agreed service standards and client agreements.
• Maintain accurate client records and update internal back-office systems.
• Ensure client files and documentation are complete, compliant and stored correctly.
• Prepare client valuations ahead of annual review meetings.
• Liaise with clients, Financial Advisers, Paraplanners and product providers to resolve queries and provide updates.
• Support Advisers with additional client servicing requests, ensuring these are managed promptly.
• Raise invoices for services outside agreed client service agreements, where required.
• Manage workloads effectively to meet deadlines and maintain high standards of accuracy.
• Build positive working relationships with clients and colleagues, contributing to a collaborative team environment.
• Follow internal procedures and compliance requirements, escalating issues where appropriate.

Skills

Administration

Client servicing

Organisational skills

Communication skills

Tools

Back-office systems

CRM software

Microsoft Office

Job description

Artemis Recruitment Consultants is seeking an IFA Administrator (Servicing) to join its Business Support team in Farnborough. The role focuses on delivering a high-quality service to clients and Financial Advisers, handling daily client accounts, and ensuring servicing requests are processed accurately and efficiently.

You will work with Advisers, Paraplanners and internal departments to maintain accurate records and compliant documentation, contributing to a smooth client experience.