Job Description
Client Services Administrator
Location: Wolverhampton area (in-person role) Contract: Full-time, Permanent Start Date: ASAP
We are seeking a Client Services Administrator to join a well-established financial services firm with over 20 years of experience delivering exceptional advice and outstanding client service. This is a fantastic opportunity to work within a vibrant, fast-paced environment alongside an experienced team.
About the Role
You will play a key role in supporting financial advisers and paraplanners, ensuring client meetings are prepared and all administrative tasks are completed to a high standard. This position requires strong organisational skills, attention to detail, and a proactive approach.
Key Responsibilities
- Schedule and confirm client appointments, prepare meeting packs and documentation
- Maintain accurate client records in line with compliance sta...