Client Services Administrator

Eden Rose; Wolverhampton; On-site; GBP 25,000 - 29,000; Full time

Benefits offered by this job

Progression

Training

Healthcare

25 days holiday

Quarterly incentives

Early Friday Finishes

Job summary

A well-established financial planning firm in Wolverhampton is seeking a Client Service Administrator to provide crucial administrative and client support. This role is perfect for someone looking to build a career in Wealth Management, with an emphasis on employee development and genuine progression. You will work within a close-knit team that values contributions and offers extensive resources for training and support. Join a firm dedicated to your professional growth!

Qualifications

• Demonstratable experience of customer service skills.
• Eager to contribute and willing to learn.
• Good attention to detail and strong IT knowledge.

Responsibilities

• Provide administrative and client support including preparation of client packs.
• Work closely with the Operations Manager and Lead Administrator.
• Help manage workloads across the business.

Skills

Customer service skills

Good IT knowledge

Attention to detail

Mathematics foundation

Job description

Overview

£25,000 - £29,000 + Progression + Training + Healthcare + 25 days holiday (not including bank holidays) + Quarterly incentives + Early Friday Finishes

Do you have administrative experience and are looking to join a well-established financial planning firm that offers genuine career progression and a route into the Wealth Management industry?

This is an opportunity to join a small, close-knit team that has been operating successfully for over 20 years and is part of the St. James’s Place network, giving access to extensive resources and support.

Due to continued client growth and internal promotions, they are seeking a Client Service Administrator to provide administrative and client support, including the preparation of client packs and reports. You will work closely with the Operations Manager and Lead Administrator to help manage workloads across the business.

This role is ideal for someone from an administrative background looking to build a long-term career in Wealth Management within a firm that genuinely values employee development!

The Role:

• Onsite
• Administrative support with an emphasis on client support
• Working with the Administrative lead, Operations Manager and Paraplanning team

The Person:

• Eager to contribute and willingness to learn
• Keen attention to detail
• Good IT knowledge and good foundation in mathematics
• Demonstratable experience of customer service skills