Client Administrator - Wealth Management / Financial Services

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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