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Permanent

Administrator - Wealth Management / Financial Services

Wolverhampton
money-bag 25000.00-25000.00 Annual
2854789850
Posted 3 days ago

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 AdministratorPermanent and full-time£25,000 - £27,000 depending on experienceOffice based outside of Wolverhampton, WV6 postcodeKey duties:Answering and logging client callsMaking appointments for clientsPrepare and send out client meeting packsCreating and updating Salesforce recordsLiaising with clients and customers via phone, email and letterManaging a query inboxParticipation in all administrative duties within the officeWhat 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'' placeExceptional administration skills and attention to detailFull UK Driving licence and access to own vehicle - due to office locationWhat 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. ..... full job details .....

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