About the Role
Location
Provide exceptional, personalised client service to ensure a smooth and efficient experience
Prepare and manage client documentation and maintain accurate client records
Liaise directly with clients, attend meetings where needed, provide updates, and respond to queries
Support the coordination of client administration, i...
Wolverhampton
Salary £26000 - £30000 TypePermanent WorkplaceOn-Site Ref89661Client Service Administrator Wolverhampton up to £30,000
Overview:
An established and client-focused financial planning firm is seeking a Client Service Administrator to support the delivery of high-quality advice and maintain strong relationships with clients. This is a collaborative role where youll work closely with advisers, clients, and internal teams to ensure a smooth and professional experience throughout the financial planning journey.
Key Responsibilities:
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