Wealth Management Administrator

Senior Client Services Administrator – Wealth / Pensions / Investments

Are you an experienced Administrator from a Wealth Management, Pensions, or Investments background who thrives on delivering exceptional client service? Looking for a role where your expertise is genuinely valued and where you can make a real difference to clients and colleagues alike?

We’re partnering with a respected, long‑established wealth management firm celebrated for its personal touch, strong values, and unwavering commitment to doing the right thing for its clients. With steady growth and an enviable reputation across the region, this is a brilliant opportunity to join a supportive team where you’ll feel trusted, appreciated, and part of something meaningful.

As the Senior Client Services Administrator, you’ll be at the heart of the client experience. Working closely with a team of Financial Planners, you’ll ensure everything runs smoothly, managing workflows, streamlining processes, and offering clear, caring communication at every step.

You’ll take ownership of client records, process new business, and oversee AML and compliance checks with accuracy and confidence. You’ll also play a positive role within the wider team, mentoring colleagues, sharing knowledge, and helping to continuously improve the way things are done.

• Experience in wealth management, pensions, or investments administration
• Strong organisational skills and the ability to prioritise effectively
• A proactive, collaborative mindset and an authentic passion for delivering a first‑class client experience

You’ll enjoy a competitive salary, private medical insurance, 22 days’ holiday plus Christmas closure and bank holidays, pension, and the chance to grow professionally within a genuinely collaborative environment.

If you’re looking for a role where your experience will be recognised, your voice will be heard, and your work will genuinely matter, this could be your perfect next step.

Referrals increase your chances of interviewing at CAP Resourcing LTD by 2x.

Seniority level:
Not Applicable

Employment type:

Full‑time

Job function:
Administrative

Direct message the job poster from CAP Resourcing LTD.