Client Services Coordinator

1 month ago


Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time
Client Services Administrator

A leading financial services business is seeking a highly organized and detail-oriented Client Services Administrator to join its team in the Telford/Wolverhampton area.

The successful candidate will provide administrative support to Advisors, focusing on client meetings and business processing. Key responsibilities include:

  • Coordinating appointments and preparing client meeting packs
  • Logging client calls and responding to queries
  • Inputting documents on Salesforce and processing fund switches/rebalances
  • Preparing business submission documents and liaising with the Paraplanning team
  • Ensuring compliance with GDPR and FCA protocols

This role is ideal for a proven Administrator with Wealth Management experience, seeking a challenging and rewarding opportunity.

The successful candidate will receive a competitive salary of £23,000-£27,000, plus benefits including Performance Related Bonus, Pension, Private Healthcare, and 25 days' holiday.



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