About the Role
Client Services Administrator
Pattingham, South Staffordshire WV6
Permanent
Full-time
Competitive Salary
About the Role
We are seeking a Client Services Administrator to join an established and growing wealth management practice. This is a full-time, permanent opportunity working within an experienced team and delivering administrative support in a vibrant and fast-paced environment.
The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service.
Key Responsibilities
- Making appointments for clients and calling them in advance to confirm, sending out relevant pre-meeting information
- Answering and logging all incomi...
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