Fairstone West Midlands (formerly Prosperity Wealth)
Senior Client Manager
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Company Description
Fairstone West Midlands (formerly Prosperity Wealth) provides independent financial advice tailored to the unique needs and goals of each client. The firm offers a free initial consultation to understand clients’ current circumstances, future financial objectives, and attitude to risk before designing a bespoke plan. As an Independent Financial Adviser practice, it is not restricted to particular products or providers and focuses on impartial, objective recommendations. The team advises on pensions, retirement planning, mortgages, equity release, investments, and savings for private and commercial clients across the UK. Long-term relationships and ongoing investment reviews, supported by an active Investment Committee, are central to ensuring clients’ portfolios continue to align with their aspirations.
Role Description
We are seeking an experienced, highly organised and technically confident Senior Financial Services Administrator to join our West Midlands Hub. Reporting to the Head of Client Management, the role will provide high quality administrative, technical and report writing support to Financial Advisers, helping to ensure the clients receive a professional, compliant and efficient service. The successful candidate will have strong financial services experience, hold or be working towards relevant CII qualifications, and be confident producing client-facing reports and correspondence to a high standard.
Key Responsibilities
- Prepare accurate, compliant and client-focused reports and correspondence, including pension switches, drawdown and new investments.
- Provide senior-level administrative and technical support to Financial Advisers, ensuring work is completed accurately, efficiently and within agreed service standards.
- Use research and planning tools such as FE Analytics and CashCalc, alongside the Gateway back-office system, to support adviser recommendations and client servicing activity.
- Maintain accurate client records, diary management and reporting processes to ensure clear audit trails in line with company and compliance standards.
- Liaise directly with providers by telephone and email to obtain information, resolve queries and progress client cases.
- Review administrative work for accuracy and quality where required, supporting continuous improvement across the team.
- Collaborate with colleagues, advisers and other internal teams to improve efficiency, client service and operational consistency.
- Support, coach and share knowledge with other administrators where appropriate.
- Strictly adhere to GDPR regulations, internal policies and FCA requirements, including the principles of fair client outcomes and compliant record keeping.
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Experience, Knowledge and Qualifications
- Previous experience in a financial planning, wealth management or financial services administration role is essential, ideally at senior administrator level.
- Strong knowledge of financial services products, including pensions, investments, protection and platforms.
- Proven experience preparing client-facing reports, annual review documentation, valuation summaries and technical correspondence.
- Good understanding of FCA regulatory requirements, GDPR, compliance processes and the importance of maintaining accurate audit trails.
- Confident user of Office 365 applications, with experience of back-office systems and research tools desirable.
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Key Competencies
- Excellent accuracy and attention to detail, particularly when preparing reports and client communications.
- Strong ability to prioritise, plan and manage workload in line with deadlines and service level agreements.
- Proactive, dependable and able to use initiative when resolving queries or improving processes.
- Collaborative team approach with the confidence to support colleagues and share technical knowledge.
- Excellent written and verbal communication skills, with the ability to produce clear, professional and client-friendly reports.
- Strong organisational skills and the ability to maintain high standards under pressure.
- Commercial awareness and a commitment to delivering excellent client outcomes.
Benefits
- Competitive salary, dependent on experience and qualifications.
- Full time or part time office-based role, with the option of hybrid working after successfully completing the probationary period.
- Opportunity to develop technical knowledge within an established financial planning and wealth management business.
- Supportive team environment with opportunities to share knowledge and work collaboratively.
- Ongoing training and development support, including progression towards relevant financial services qualifications where appropriate.
- Company pension scheme.
- Death in service.
- 25 days annual leave, increasing to 30 days with length of service, with the opportunity to purchase holiday.
- Market leading enhanced family friendly policies.
- Cycle to work scheme.
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