Client Administrator

Client Account Executive - Financial Services 4-Day Working Week - office based - Sutton Coldfield free parking £27,000-£29,000 per annum We believe financial advice is about far more than investments, it''s about helping people build the future they want with confidence. We''re looking for an organised, proactive and client-focused Client Account Executive to become the trusted first point of contact for our clients. This is not a traditional administration role. You''ll take ownership of client accounts, coordinate investment and pension transactions, liaise with providers, solve problems, and ensure every client receives the exceptional service we''re known for. And you''ll do it all on a genuine four-day week: Monday to Thursday, with every Friday off. If you enjoy thinking ahead, building relationships and taking responsibility, we''d love to hear from you. What you''ll be doing Managing client investment accounts, including contributions, withdrawals, transfers and other transactions Building trusted client relationships through exceptional communication Liaising with pension providers and investment platforms Preparing documentation for client review meetings Coordinating new business applications and client onboarding Tracking outstanding actions to ensure nothing falls through the cracks Managing letters of authority and provider correspondence Supporting advisers with the smooth running of client portfolios Helping deliver an exceptional client experience, ..... full job details .....