Client Services Administrator

Hybrid / Leamington Spa

Our teams

Your role

The purpose of this role is to provide outstanding customer service and admin to our wide and varied Clients, Employers, Employees, and Colleagues.  The role requires strong back-office administration skills with customer service being delivered in an upbeat tone of voice which reflects our modern ‘can do’ culture.

As a regulated business, much of this service needs to be carefully delivered to agreed compliance and service standards and a fundamental part of the role is to maintain exemplary client and business records.

Your responsibilities

  • Effectively manage all the Admin Services we offer  
  • Direct contact with Product Providers to fact find and chase LOA information, resolve queries to ensure timely delivery of our services
  • Provide Admin Support to the Personal Advice Team using our Internal process and systems
  • Ensuring that the FCA requirements are fully adhered to (customer and business records, file maintenance, terms of business, key facts documents, claim register, file checklist)
  • Promote awareness of Wealth Wizards’ profile and brand
  • Ensure that all telephone calls and emails to the company are handled appropriately
  • Handle administration of all incoming post to the Leamington Office (weekly office visit)
  • Monthly reconciliation of MyEva Employer Data to include joiners, leavers and any changes to all relevant inhouse systems and product providers
  • Process Contributions cases and Annual Review invitations/cases on Intelligent Office
  • Adhere to all Information Security policies and procedures

Your skills

  • Demonstrate Wealth Wizards core values (PEARH)
  • Ability to use excel to a high standard eg VLOOKUP's
  • Exceptional attention to detail and accuracy
  • Strong administrative skills
  • Excellent organisation/time management skills
  • Able to communicate and/or present credibly and effectively at all levels
  • Capable of managing change
  • Ability to learn new IT systems as required

Your characteristics


  • Driven and passionate about delivering customer service excellence
  • Self-motivated and enthusiastic team player
  • Proactive, innovative, resilient and energetic


  • Constantly seeking ways to improve efficiencies and process to enhance the customer experience
  • Ability to represent Wealth Wizards at all times (telephone, digital or face-to-face communication)
  • Committed to self development


  • Approachable, adaptable and enjoys a challenge
  • Builds strong collaborative relationships with Employers and Employees
  • Flexibility to work in a fast-moving business which is developing rapidly


  • Conscientious and tenacious
  • Total trustworthiness essential
  • Highly organised, methodical, meticulous and disciplined
  • Takes ownership


  • Focused on achieving Customer expectations
  • Continuous drive to ensure efficiency in processes
  • Being the voice of the customer

Your experience

  • Highly Competent in Excel
  • Understanding of Financial Services – preferably in the regulated financial advice sector
  • Experience in a customer service environment, preferably in an internet based business
  • Evidence of business administration and/or customer service activities undertaken
  • Experience using Intelligent Office preferred but not essential

Apply now

Send your CV to

Please note, we will not be accepting any applications sent via agencies.

Apply now

To apply, please complete the following code test as the initial stage of the application process.

Please note, we will not be accepting any applications sent via agencies.

Candidates: please note that we are not a Home Office licenced sponsor so may not be able to consider all applications.

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