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...