CLIENT SERVICES ADMINISTRATOR – £26,000–£30,000 – Wolverhampton – Private Healthcare, Early Friday Finish, Career Development 
  
The Job 
A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. 
  
This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. 
  
Key responsibilities include: 

Scheduling and confirming client appointments  
Preparing client review packs and financial documentation ahead of meetings  
Managing incoming client calls, queries and correspondence  
Maintaining accurate client records and updating CRM systems  
Generating client correspondence and post-review documentation  
Liaising with exte...