Job Description

Location

Wolverhampton

Salary £26000 - £30000 TypePermanent WorkplaceOn-Site Ref89661

Client Service Administrator Wolverhampton up to £30,000

Overview:

An established and client-focused financial planning firm is seeking a Client Service Administrator to support the delivery of high-quality advice and maintain strong relationships with clients. This is a collaborative role where youll work closely with advisers, clients, and internal teams to ensure a smooth and professional experience throughout the financial planning journey.


Key Responsibilities:

  • Provide exceptional, personalised client service to ensure a smooth and efficient experience
  • Prepare and manage client documentation and maintain accurate client records
  • Liaise directly with clients, attend meetings where needed, provide updates, and respond to queries
  • Support the coordination of client administration, i...

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