Job Description

  Client Services Administrator 
 We have an excellent opportunity for a Client Services Administrator to join this multi award-winning firm of Chartered Financial Planners in Boston Spa, West Yorkshire.
 
  About the company 
 Our client is a renowned and independent multi award-winning financial planning practice with a small but highly accredited, highly qualified and dedicated team.
 
  About the role 
 As Client Services Administrator, you will work collaboratively with Financial Planners & Paraplanners to ensure that clients receive an exceptional level of service as well as complying with FCA rules and regulation and your responsibilities will include:
 Delivering an outstanding client experience
 Supporting the Financial Planners in managing client relationships
 Working alongside the Paraplanners to co-ordinate, manage and implement administration for the client including gathering informati...
            

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