Client Services Administrator

An established financial services business is looking to recruit a Client Services Administrator into its team due to growth. This is an office-based role: 5 days per week in the office in the Telford / Wolverhampton area, West Midlands.

The successful candidate will support Advisors with business tasks and business processing, with a strong focus on client meetings. Duties will include making appointments, preparing and distributing client meeting packs, answering and logging all client calls, inputting CFR documents on Salesforce, processing fund switches / rebalances & withdrawals, preparing business submission documents, liaising with the Paraplanning team as well as ensuring GDPR & FCA protocols are adhered to.

This role would suit a proven Administrator with Wealth Management experience.

This Client Services Administrator role is paying £23,000 - £27,000 plus benefits including Performance Related Bonus, Pension, Private Healthcare, Private Medical Insurance, Cash Plan (Dental/Opticians etc), plus 25 days holidays excluding bank holidays.

Salary:: £27,000
Type:: Permanent
Location:: Staffordshire
Sector:: Office
Ref:: 23696
Contact Name:: Jon Heard

Latest Office Jobs

Office Administrator - London - £35,000

London - Central / £35,000

A rapidly growing multi-asset investment brokerage firm, e-commerce and retail company in London is seeking an Office Administration Assistant with strong organisational skills to help them with administrative tasks that contribute to the seamless functioning of the office. Key responsibilities include efficiently answering and directing telephone calls, addressing queries through both phone and email communication,...

Account Coordinator - Hybrid Working - £28,000pa

Birmingham / £28,000pa

A highly successful and growing business based in Birmingham are looking for an Account Coordinator to join the team. This is a newly created role and would suit candidates who have excellent interpersonal and relationship-building skills, perhaps you have experience working as an Account Coordinator, Relationship Coordinator, Recruitment Coordinator or within Customer Support or Customer...

Part time Finance Administrator

London - South / £27,000 pro rata

Our client a well-regarded Accountancy firm are seeking a Part-Time Finance Administrator to join their friendly professional team. This is the perfect opportunity for someone looking for a multi-faceted role, covering client support and finance administration. The position is offered on a part time basis, working 22.5 hours per week across 3 days, based at...

Exclusive roles, straight to your inbox

Not all our jobs make it online. Sign up for Job Alerts and receive our best roles first.

Create an alert