Client Services Administrator

CLIENT SERVICES ADMINISTRATOR – £26,000–£30,000 – Wolverhampton – Private Healthcare, Early Friday Finish, Career Development     The Job  A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team.     This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally.     Key responsibilities include:  Scheduling and confirming client appointments   Preparing client review packs and financial documentation ahead of meetings   Managing incoming client calls, queries and correspondence   Maintaining accurate client records and updating CRM systems   Generating client correspondence and post-review documentation   Liaising with external providers to obtain information and updates   Processing fund switches, withdrawals and post-meeting actions   Supporting advisers and paraplanners with business submissions and workflow management   Managing mailboxes and prioritising workloads effectively   Welcoming clients and maintaining a professional front-of-house experience   This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment.     The Candidate  Strong administrative and organisational skills   Excellent written and verbal communication   High attention to detail and accuracy   Ability to prioritise workloads and work to deadlines   Strong customer service and relationship management skills   Proficient in Microsoft Office and CRM systems   Proactive, collaborative and solutions-focused approach   Experience within wealth management or financial services advantageous   Knowledge of pensions, investments and FCA regulations beneficial   Salesforce experience desirable      The Package  Salary £26,000–£30,000   Pension   Private healthcare after probation   Private medical cash plan including dental and optical cover   25 days holiday plus bank holidays   Early finish on Fridays   Team socials and supportive culture   Ongoing training and development opportunities      Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn.     Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.     Our approach is methodical, consultative and tailored — offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.     To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation