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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...
About the Role
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:
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