Client Services Administrator Apprentice
-
Company: ABACUS WEALTH SERVICES
-
Location: Wolverhampton, WV6 7EN
-
Type: Apprenticeship
-
Salary: £19,500.00 per year
-
Sector: Business and administration
-
Ref: NAS-2000047189
-
Application Deadline Date: 25/08/2026
-
Start Date: 07/09/2026
-
Positions Available: 2
-
Working Week: 8.30am - 5pm Monday - Thursday, 4pm finish on a Friday.
Brief Description
The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to our clients.
Training to be Provided
- Business Administrator Level 3
- One day study per week - remote training
- Monthly visits from assessor
Future Prospects
Could lead to a permanent position for the right person.
Vacancy Detail
- Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
- Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce and Abacus systems
- Preparing new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the adviser in advance of the meetings
- Creating and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to
- Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
- Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions
- Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
- Giving clients a professional welcome from our reception desk for meetings held onsite
- Obtaining and maintaining a good knowledge of products offered
Other Information
- Age: 18+ due to the nature of the role and for insurance purposes
- Driving licence: Driving licence preferred or access to lifts due to our remote location