Administrator - Wealth Management / Financial Services

Client Services Administrator, Financial Services, Wealth Management, Permanent, £25,000 - £27,000, WV6 based

Your new company
This organisation is a Senior Partner Practice of St. James' Place and provides tailored financial advice to clients, their families and their businesses. This team is small and close-knit. I am partnering with this team to recruit for an Administrator to join them on a permanent basis to support growth of the business.
Your new role
Client Administrator
Permanent and full-time
£25,000 - £27,000 depending on experience
Office based outside of Wolverhampton, WV6 postcode
Key duties:

• Answering and logging client calls
• Making appointments for clients
• Prepare and send out client meeting packs
• Creating and updating Salesforce records
• Liaising with clients and customers via phone, email and letter
• Managing a query inbox
• Participation in all administrative duties within the office

What you'll need to succeed

• To be considered for the higher end of this salary, you will be required to have 2 years experience in wealth management, financial services or St. James' place
  
• Exceptional administration skills and attention to detail
  
• Full UK Driving licence and access to own vehicle - due to office location
  

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
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