Client Services Administrator | Up to £31,000 | Meriden | 2 Days WFH

Join a Close-Knit Wealth Management Team with a Route into Paraplanning

Are you an experienced Client Services Administrator looking to build a long-term career in financial planning? We’re hiring a motivated and detail-driven professional to join our growing team in Meriden. This role offers flexibility, development, and a genuine career pathway into paraplanning over time.

You’ll be part of a collaborative team of 8, working in a firm that values precision, teamwork, and progression.

As Client Services Administrator, you’ll be the vital link between our advisers, paraplanners, and clients — helping to ensure all administrative processes run smoothly and efficiently.

• Salary: Up to £31,000 (dependent on experience)

• Location: Meriden (with 2 days remote working per week)

• Team Size: 8

• Progression: Clear development route toward a Paraplanner role over time

• Supporting advisers and paraplanners with end-to-end client administration

• Preparing meeting packs and managing client documentation

• Liaising with product providers to obtain valuations and policy information

• Ensuring CRM systems are kept up to date with accurate records

• Processing new business applications and tracking to completion

• Managing client queries and delivering a high standard of service

• Assisting with compliance documentation and regulatory submissions

This is a client-focused administrative role with the added bonus of future progression into paraplanning if desired.

• Experience in a financial planning or wealth management administrative role

• Strong organisational skills and attention to detail

• Excellent written and verbal communication skills

• A proactive, team-oriented attitude

• Competency with CRM systems and financial platforms

• An interest in progressing toward paraplanning (optional, but welcomed)

Flexibility & Lifestyle

• 2 days working from home per week

• Friendly, supportive office environment in Meriden

Compensation

• Salary up to £31,000, depending on experience

Career Development

• Mentorship and guidance toward becoming a Paraplanner

• Exam support and training available

• Exposure to high-quality technical work

Company Culture

• Collaborative and down-to-earth team of 8

• Opportunities to get involved in wider business improvement projects

• High staff retention and internal promotions encouraged

• Be part of a supportive team where your contribution is recognised

• Build a long-term career in financial planning with a route into technical roles

• Enjoy a healthy work-life balance with hybrid working

• Join a company that invests in its people and promotes from within

If you're an experienced Client Services Administrator near Meriden ready to take the next step, apply now and start shaping your future in financial planning