Client Service Administrator - Financial Planning Support

Confidential; Birmingham; On-site; GBP 28,000 - 30,000; Full time

Benefits offered by this job

Salary £28k-£30k

Pension contributions

Birthday off

Exam support

Team trips abroad

Free onsite parking

Holiday entitlement

Job summary

Confidential in Castle Bromwich is seeking a diligent Client Service Administrator to support high net worth clients and SMEs. You will handle inquiries, place new business on platforms, and assist advisers and paraplanners to deliver excellent service.

The role is office-based, Monday to Friday 9am-5pm, with pension contributions, holiday entitlement, and exam support. Onsite parking is provided and there have been team trips abroad in the past.

Qualifications

• Experience as an Administrator within a financial planning firm.
• Excellent communication skills.
• Good time management skills.

Responsibilities

• Provide client inquiries support via phone and email.
• Place new business onto various platforms.
• Deal with policy servicing for clients.
• Prepare client files.
• Support Financial Advisors and Paraplanner.
• Collate quotes and valuations.

Skills

Administrative experience

Excellent communication

Time management

Job description

Confidential in Castle Bromwich is seeking a diligent Client Service Administrator to support high net worth clients and SMEs. You will handle inquiries, place new business on platforms, and assist advisers and paraplanners to deliver excellent service.

The role is office-based, Monday to Friday 9am-5pm, with pension contributions, holiday entitlement, and exam support. Onsite parking is provided and there have been team trips abroad in the past.