Our mission is to give you clarity
Client Services Administrator
Join Our Team
Location: Prospect House, Prospect Business Centre, Gemini Crescent, Dundee, DD2 1TY
Salary: £25k+ per annum (pro rata) depending on experience
Hours of work: 28 hours per week (Monday to Thursday)
Embark on a fulfilling journey with Wells Gibson as a Client Services Administrator and play a vital role within our dynamic, forward-thinking team. From day one, you’ll actively contribute to client relationships and operational excellence, supporting our mission to deliver an exceptional experience to high-net-worth families.
This is an exciting opportunity to step into a key administrative role with the potential to develop into a Client Services Specialist, all while growing your career within an ambitious, inclusive, financial planning firm.
As a boutique and multi-award-winning firm, Wells Gibson is renowned for its personalised financial planning services. We offer a supportive culture, a stunning office space in Dundee, and a strong focus on professional development—for our clients and our people. If you’re detail-driven, client-focused, and passionate about making a difference in a collaborative environment, this could be the perfect opportunity for you.
Your Role at a Glance
This position offers an exciting entry point with the opportunity to grow into a Client Services Specialist role. You will become a key player in ensuring exceptional client experiences by supporting the wealth planning team, liaising directly with clients and third-party providers, and managing core operations.
- General Administrative Support: Provide administrative assistance to the team, manage office supplies, and help with day-to-day operations.
- Portfolio Management: Maintain and update client portfolios, input data, and generate performance reports while ensuring compliance.
- Client Relationship Management: Manage client data, coordinate meetings, prepare communications, and track service milestones to enhance client engagement.
- Document Preparation & Compliance: Handle onboarding documents, Letters of Engagement, and ensure compliance with FCA and AML regulations.
- Operational Support: Coordinate with suppliers, resolve administrative requests, and facilitate smooth operations, escalating issues when necessary.
- Marketing & Communication Support: Assist in creating client newsletters, social media content, and ensuring brand consistency.
What You'll Bring
Essential
- Experience: 1–2 years in administration, ideally within financial planning or professional services.
- Communication Skills: Exceptional written and verbal skills, with the ability to interact confidently with high-net-worth clients and internal stakeholders.
- Attention to Detail: Meticulous and proactive in managing client data, documentation, and deadlines.
- Organisational Skills: Highly organised, able to manage multiple priorities, work independently, and stay composed under pressure.
- Technical Proficiency: Skilled in Microsoft Office (Excel, Word, Outlook), financial platforms, and CRM systems. Quick to adapt to new systems and workflows.
- Client-Focused: A dedicated approach to delivering a seamless and personalised client experience.
- Compliance Knowledge: Understanding of FCA/AML requirements, with a commitment to maintaining high standards of compliance.
Desirable
- A degree or equivalent qualification in Finance, Business Administration, or a related discipline.
- Familiarity with financial administration, investment platforms, and wealth management terminology.
- Experience in marketing or communications – such as assisting with client newsletters, social media content, or branding—would be a valuable asset.
- Working knowledge of client relationship systems, digital tools, and workflow platforms commonly used in financial planning firms.
Why Choose Wells Gibson?
At Wells Gibson, we value people as much as performance. We foster a collaborative, inclusive, and purpose-driven environment where growth and wellbeing go hand in hand.
Annual Leave & Flexibility
- 30 days annual leave (inclusive of festive break)
- Birthday leave • Time off in lieu (TOIL) policy
- 4-day work week with optional Friday overtime
- Flexible hours
Compensation & Perks
- Competitive salary
- Pension scheme
- Group Income Protection & Life Assurance
- Employee benefits platform
- Free on-site parking
Professional Development
- Access to CISI membership
- Support for qualifications and study leave
- Clear progression opportunities Culture & Engagement
- Team lunches and regular social activities
- Employer-supported volunteering
- Positive, ethical business values
How to Apply
If you are excited by the opportunity to be part of our dedicated team, please fill out our form and upload your CV and covering letter by close of play Wednesday, 21st May 2025, explaining why you’re interested and what you could bring to the role.
Interviews to be held Wednesday 28th May 2025.
Apply today with your CV and covering letter
Phone
Video Call
Schedule your Exploration Call.
Address
Prospect Business Centre,
Gemini Crescent,
Dundee DD2 1TY