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Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our administration team, you will play a vital role in supporting our financial services firm based in Wolverhampton.Key Responsibilities:Manage client relationships and...
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Client Services Coordinator
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Client Services Coordinator
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeAbout the RoleA 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 ResponsibilitiesCoordinate...
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Client Services Coordinator
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our administration team, you will play a vital role in supporting our financial services firm based in Wolverhampton.Key Responsibilities:Manage client relationships and...
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Client Services Coordinator
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our administration team, you will play a vital role in supporting our financial services firm based in Wolverhampton.Key Responsibilities:Manage client relationships and...
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Client Services Coordinator
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Client Services Coordinator
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Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
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Client Services Coordinator
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
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Client Services Coordinator
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
Client Services Coordinator
2 months ago
**Job Title:** Client Services Administrator
**Job Type:** Full-time
**Company:** Recruitment22
**Location:** Remote (with occasional office visits)
**Job Summary:**
We are seeking a highly organized and detail-oriented Client Services Administrator to join our team. As a Client Services Administrator, you will play a crucial role in supporting our financial advisors in providing exceptional client service.
Key Responsibilities:
- Arrange client meetings and onboard new clients
- Process LOAs and other regulatory documentation
- Prepare client meeting packs and obtain accurate policy information
- Produce valuations and generate illustration reports
- Process new business, transfers, or fund switches
- Prepare post-advice letters
Requirements:
- Previous experience as a Client Services Administrator or similar role
- Direct support experience for financial advisors
- Excellent organizational and communication skills
- Ability to work in a fast-paced environment
What We Offer:
- Starting salary: £25,000-£27,000
- Study materials and exams paid for to achieve the Level 4 Diploma in Regulated Financial Planning (DipPFS)
- Internal training and accreditation scheme
- Opportunities to progress into Paraplanning
- Yearly bonus linked to company profit
- 25 Days holiday plus bank holidays
- Pension
- Private Health Care after successful completion of probation period
- Private Medical Insurance cash plan covering additional areas including dental/opticians
Company Culture:
We are a dynamic and supportive team that values professional development and growth. Our company culture is built on a foundation of trust, respect, and open communication.
