Client Services Coordinator

5 days ago


Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time
Job Opportunity: Client Services Administrator

We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Ashdown Group. This is an exciting opportunity to support our Advisors with business tasks and business processing, with a strong focus on client meetings.

The successful candidate will be responsible for:

  1. Making appointments and preparing client meeting packs
  2. Answering and logging all client calls
  3. Inputting CFR documents on Salesforce
  4. Processing fund switches, rebalances, and withdrawals
  5. Preparing business submission documents
  6. Liaising with the Paraplanning team
  7. Ensuring GDPR & FCA protocols are adhered to

This role would suit a proven Administrator with Wealth Management experience and a strong understanding of business processes.

Benefits:

  • Performance Related Bonus
  • Pension
  • Private Healthcare
  • Private Medical Insurance
  • Cash Plan (Dental/Opticians etc)
  • 25 days holidays excluding bank holidays

We offer a competitive salary of GBP23,000 - GBP27,000 plus benefits, making this an attractive opportunity for the right candidate.



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