Tailor CV
☰ Menu

← All apprenticeships

Client Services Administrator Apprentice

Abacus Wealth Services · Pattingham · posted 13 July 2026

Wage
£15,184 to £24,123.58 a year
Hours
36.5 hours a week
Duration
1 Year
Level
Advanced (Level 3)
Standard
Financial services administrator (level 3)
Starts
7 September 2026
Closing date
31 July 2026
Positions
1

Apply on the official government service →No Apprentice League account needed — we never gate applications.

Purpose: To ensure that client appointments are managed properly and all necessary pre and post-meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively.   

Duties (not limited to):

  • 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
  • To prepare 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
  • Create and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to
  • Generate correspondence to clients, including post review letters
  • 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
  • Prepare business submission documents, for onward allocation to the Paraplanning team
  • Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
  • Managing own and shared mailboxes in a timely and professional manner
  • Giving clients a professional welcome from our reception desk for meetings held onsite
  • Prioritising and managing own workload
  • Obtaining and maintaining a good knowledge of products offered
  • Managing own learning and development, attending relevant training sessions where needed
  • Provide cover for other team members upon request as per the business need
  • To uphold the standards of the client service charter
  • Participation in team meetings

Your training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation
SKILLS EDGE TRAINING LTD.

Your training course
Financial services administrator.

Equal to Level 3 (A level).

Where it leads

Further training and development opportunities within the team.

About Abacus Wealth Services

Wealth management company, a senior partner practice of St James’s Place. Providing a range of services including investment, retirement and protection planning.

Things to consider

  • DBS and employment checks will be carried out prior to offer.

Skills they're looking for

Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skillsAdministrative skillsTeam workingAccuracyAble to prioritise

Entry requirements

  • GCSE Maths and English (grade 6/B or above) — essential

Where you'll work

  • The Cowshed, Clive Farm Buildings, Clive Road, Pattingham, Wolverhampton, WV6 7EN

Similar apprenticeships