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Client Services Coordinator

2 months ago

Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time
About the Role

A leading financial services company is seeking a highly organized and detail-oriented Client Services Administrator to join its team in the Telford/Wolverhampton area. This is an exciting opportunity to support Advisors with business tasks and business processing, with a strong focus on client meetings.

Key Responsibilities
  • Coordinate appointments and prepare client meeting packs
  • Manage client calls and log all interactions
  • Input CFR documents on Salesforce and process fund switches/rebalances & withdrawals
  • Prepare business submission documents and liaise with the Paraplanning team
  • Ensure adherence to GDPR & FCA protocols
Requirements

This role is ideal for a proven Administrator with Wealth Management experience. The successful candidate will have excellent communication skills and the ability to work in a fast-paced office environment.

What We Offer

A competitive salary of £23,000 - £27,000 plus benefits including Performance Related Bonus, Pension, Private Healthcare, Private Medical Insurance, Cash Plan (Dental/Opticians etc), and 25 days holidays excluding bank holidays.