Client Services Administrator - Wealth Management

C&C Search is currently recruiting a Client Services Administrator for a highly regarded wealth management firm, offering hybrid working, excellent long-term career progression and based in the heart of Central London. This Client Services Administrator role is ideal for someone looking to continue to build their career within financial services in a professional yet friendly environment.All about the role and company I would be working for!Position: Client Services AdministratorSalary: £40,000Hybrid set up: 4 days office based, 1 day working from home with flexibilityBenefits: Generous holiday allowance, pension, professional qualification support, structured training, collaborative team environment, clear career progressionWhat they do: A specialist wealth management firm supporting private clients with financial planning and advisory servicesSize of company: Small-mediumCompany culture and what makes them great to work for: This is a genuinely supportive and welcoming business with a professional yet friendly culture. The Client Services Administrator will join a close-knit team known for being collaborative, approachable and warm. Knowledge-sharing is encouraged, and new joiners are well supported. There is a strong focus on long-term development, making this Client Services Administrator role an excellent opportunity for someone looking to grow within financial services. The team environment is positive, social and inclusive, with leadership that values progression and personal development.Key responsibilities for this Client Services Administrator position: • Client liaison, both on the phone and in person to build strong relationships• Preparing, processing and managing client documentation and paperwork • Supporting financial planning activity behind client deals • Processing withdrawals and client instructions accurately • Updating client records, including address changes and data management • Maintaining accuracy across internal systems and processes • Providing full administrative support to Advisers and Private Client Managers • Collaborating with other Client Services Administrator to ensure smooth office operations • Supporting the more junior members day to day and ongoing mentoringWhat background and experience are the company looking for? The successful Client Services Administrator will be highly organised, detail-focused and motivated to continue to build a career within financial services. This Client Services Administrator role would suit someone with at least 2 years Client Services administrative experience within wealth management. accountancy or banking. A proactive mindset, strong administrative skills, confidence using systems and excellent attention to detail are essential. If you are working towards professional qualifications such as IMC or IOC, that would be highly desirable. Please apply online asap for this Client Services Administrator position, if your experience aligns and sounds like you! For this role C&C Search is acting as an employment agency. At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being a part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody. We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.

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