Client Administrator

Client Account Executive – Financial Services

4-Day Working Week - office based - Sutton Coldfield free parking

£27,000–£29,000 per annum

We believe financial advice is about far more than investments, it's about helping people build the future they want with confidence.

We're looking for an organised, proactive and client-focused Client Account Executive to become the trusted first point of contact for our clients.

This is not a traditional administration role. You'll take ownership of client accounts, coordinate investment and pension transactions, liaise with providers, solve problems, and ensure every client receives the exceptional service we're known for.

And you'll do it all on a genuine four-day week: Monday to Thursday, with every Friday off. If you enjoy thinking ahead, building relationships and taking responsibility, we'd love to hear from you.

What you'll be doing

Managing client investment accounts, including contributions, withdrawals, transfers and other transactions

Building trusted client relationships through exceptional communication

Liaising with pension providers and investment platforms

Preparing documentation for client review meetings

Coordinating new business applications and client onboarding

Tracking outstanding actions to ensure nothing falls through the cracks

Managing letters of authority and provider correspondence

Supporting advisers with the smooth running of client portfolios

Helping deliver an exceptional client experience, from first enquiry through to ongoing reviews

What we're looking for

A genuine commitment to outstanding customer service

Exceptional attention to detail

Strong organisational skills and the ability to manage multiple priorities

Confident, professional communication with clients and providers

A proactive, solutions-focused mindset

Comfort with technology and learning new systems

Financial services experience is an advantage, though we'll train the right candidate

Client-facing customer service experience (3 years preferred)

Why join us?

We're a friendly, professional and growing wealth management practice where relationships matter. We were one of the first in our sector to move to a genuine four-day week, giving our team a real, permanent three-day weekend, not a compressed-hours trick. You'll join a close-knit team that genuinely cares about its clients and each other, with real opportunity to build a long-term career in financial services while making a difference to people's lives every day.

The details

4-day week: Monday–Thursday, 8am–4pm, every Friday off

23 days' holiday per year, inclusive of Bank Holidays

Your Anniversary day off, paid

Company pension scheme

Free parking

Flexitime and additional leave

Interested - please send CV to Gary Siimpson