Wealth Management: 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

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!