Home
Wolverhampton
Insurance clerk
Client Services Administrator

Client Services Administrator

Ashdown Group

Posted 2 days ago, valid for 24 days

Wolverhampton, Staffordshire WV6 7NR

£24,000 - £28,800 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

An established financial services business is seeking a Client Services Administrator due to growth in their team.
This is an office-based role located in the Telford / Wolverhampton area of West Midlands, requiring 5 days a week in the office.
The successful candidate will support Advisors with various business tasks, focusing on client meetings and related administrative duties.
Candidates should have proven experience as an Administrator in Wealth Management, with a strong emphasis on client interaction and compliance.
The salary for this position ranges from £23,000 to £27,000, along with benefits such as a Performance Related Bonus, Pension, and 25 days of holiday.

An established financial services business is looking to recruit a Client Services Administrator into its team due to growth. This is an office-based role: 5 days per week in the office in the Telford / Wolverhampton area, West Midlands.

The successful candidate will support Advisors with business tasks and business processing, with a strong focus on client meetings. Duties will include making appointments, preparing and distributing client meeting packs, answering and logging all client calls, inputting CFR documents on Salesforce, processing fund switches / rebalances & withdrawals, preparing business submission documents, liaising with the Paraplanning team as well as ensuring GDPR & FCA protocols are adhered to.

This role would suit a proven Administrator with Wealth Management experience.

This Client Services Administrator role is paying £23,000 - £27,000 plus benefits including Performance Related Bonus, Pension, Private Healthcare, Private Medical Insurance, Cash Plan (Dental/Opticians etc), plus 25 days holidays excluding bank holidays.

Apply now in a few quick clicks

Client Services Administrator

Credit Control Assistant

Payroll Administrator 12m FTC

New Business Executive - Charity Sector Insurance