Client Services Administrator (Wealth Management)
Job description
Original text imported from Reed
Our client is looking for a Client Services Administrator to join their Wealth Management team based in Canterbury. This will be an office based role, parking is available.
Main Duties and Responsibilities:-
- Achieve a comprehensive understanding of the new business process and assist to develop where necessary.
- Submitting all forms of new business.
- Creating New Business Event and updating once on risk / NTU’d.
- Ensuring that cases are progressed to the point of transfer completion and plans are put on risk.
- Updating X-Plan with full plan details.
- Follow the correct procedures to close off transferred / re-broked plans.
- Adding fund accounts and initial funds – including full account details e.g. risk profile, account type, mandate etc.
- Downloading all contract notes and saving to client records.
- Send communication to client once new plans are in place, along with policy documents, where applicable.
- Send fortnightly communications to the Advisers with updates on their cases.
- Ensure all cases are signed off by the Compliance Department and all pre- submissions are progressed until completion.
- Liaising with clients to arrange medical appointments.
- Following and updating threads on X-Plan and ensure all tasks are closed off on completion.
- Fund switches where new business is completed.
- Any other reasonable task that may be asked of you.
Salary is expected to be in the range of £30k (DOE.)
If you are interested in applying for this position then please forward your CV to Sam at Artemis Recruitment.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your X-Plan experience prominently in your skills section — the advert names it explicitly as the core CRM system used daily.
📊 Quantify your administrative workload: e.g. 'Processed 80+ new business cases per month across ISA, pension and investment wrappers'.
🎯 Tailor your CV to reference compliance sign-off procedures and pre-submission workflows, as the advert stresses Compliance Department liaison as a key duty.
🌐 Include any experience liaising with financial advisers or clients directly — the role requires fortnightly adviser updates and client communications about new plans.
🤝 Demonstrate familiarity with wealth management terminology (risk profile, mandate, NTU, re-broking) in your personal statement to signal immediate sector fit.
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Administered 60+ active new business cases monthly on X-Plan, tracking each from initial submission through compliance sign-off to plan activation with a 98% on-time completion rate.
- •Produced fortnightly written case-update reports for a panel of 12 financial advisers, reducing inbound adviser queries by 30% over a six-month period.
- •Processed fund switches and contract note downloads for an investment book of 200+ client accounts, ensuring all records were updated within 24 hours of transaction confirmation.
Free to copy — tailoring requires a 30-sec CV upload.
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Letter preview — tailored to Artemis Recruitment Consultants Ltd
Dear Hiring Manager,
Artemis Recruitment's vacancy for a Client Services Administrator within a Canterbury-based wealth management team is a strong match for my background in financial services administration. Having worked with CRM platforms to manage new business pipelines end-to-end — including compliance sign-off and fund account setup — I am confident I can contribute from day one. My experience processing contract notes, updating client records and coordinating pre-submission workflows aligns directly with the duties outlined in your advert.
My background in wealth management administration has equipped me with a thorough understanding of new business procedures, from initial submission through to transfer completion and plan activation. I am comfortable liaising with both advisers and clients, producing clear written updates and ensuring all cases are progressed and closed off accurately within agreed timeframes.
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Interview questions
10 questions generated from this advert.
Technical
- ›How have you used X-Plan (or a similar CRM) to manage client records and track new business cases through to completion?
- ›Can you walk us through the new business submission process you have followed in a previous role, including compliance sign-off stages?
- ›How do you handle fund switches within a new business workflow, and what checks do you apply before processing?
- ›Describe how you have managed contract note downloads and ensured they are correctly saved to client records.
- ›What steps do you take when a case is NTU'd (Not Taken Up) to close it off correctly and update relevant records?
Behavioural
- ›Tell me about a time you managed multiple new business cases simultaneously and how you prioritised to meet deadlines.
- ›Describe a situation where you identified an error in a client record or submission before it reached compliance — what did you do?
- ›Give an example of when you had to communicate a delay or issue to an adviser or client and how you handled that conversation.
- ›Tell me about a time you had to learn a new internal process or system quickly — how did you approach it?
- ›Describe a situation where attention to detail prevented a significant administrative error in a financial services context.
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time you managed multiple new business cases simultaneously and how you prioritised to meet deadlines.
Describe a situation where you identified an error in a client record or submission before it reached compliance — what did you do?
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