Job Description
CLIENT SERVICES ADMINISTRATOR – £26,000–£30,000 – Wolverhampton – Private Healthcare, Early Friday Finish, Career Development
The Job
A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team.
This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally.
Key responsibilities include:
Scheduling and confirming client appointments
Preparing client review packs and financial documentation ahead of meetings
Managing incoming client calls, queries and correspondence
Maintaining accurate client records and updating CRM systems
Generating client correspondence and post-review documentation
Liaising with exte...
The Job
A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team.
This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally.
Key responsibilities include:
Scheduling and confirming client appointments
Preparing client review packs and financial documentation ahead of meetings
Managing incoming client calls, queries and correspondence
Maintaining accurate client records and updating CRM systems
Generating client correspondence and post-review documentation
Liaising with exte...
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