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Client Services Coordinator
4 weeks ago
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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...
Client Services Coordinator
2 months ago
A leading recruitment agency, Ashdown Group, is seeking a highly organized and detail-oriented Client Services Administrator to join its team. This is an exciting opportunity to support the growth of a well-established financial services business.
The successful candidate will provide administrative support to Advisors, focusing on business tasks and processing. Key responsibilities will include:
- Coordinating client meetings and preparing meeting packs
- Logging client calls and responding to queries
- Processing fund switches, rebalances, and withdrawals
- Liaising with the Paraplanning team to ensure smooth business operations
- Ensuring compliance with GDPR and FCA protocols
This role is ideal for a proven Administrator with experience in Wealth Management. The successful candidate will have excellent communication and organizational skills, with a strong attention to detail.
The Client Services Administrator role offers a competitive salary of £23,000 - £27,000, plus a range of benefits, including:
- Performance Related Bonus
- Pension
- Private Healthcare
- Private Medical Insurance
- Cash Plan (Dental/Opticians etc)
- 25 days holidays excluding bank holidays
