Client Services Admin

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 you’ll 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, including tracking investments and assisting in the execution of financial plans

Candidate Profile:
The ideal candidate will have at least 2 years of experience in Wealth Management, with a good understanding of pensions, investment and protection. Attention to detail and the ability to work collaboratively in a fast-paced environment are essential.