https://jobs.co.uk/job/client-services-administrator-modus-talent--93db5a9b-e168-45bd-974e-184505089a9d RSS feed for Client Services Administrator at Modus Talent. en-gb Thu, 16 Jul 2026 14:46:26 GMT https://jobs.co.uk/job/client-services-administrator-modus-talent--93db5a9b-e168-45bd-974e-184505089a9d https://jobs.co.uk/job/client-services-administrator-modus-talent--93db5a9b-e168-45bd-974e-184505089a9d Thu, 16 Jul 2026 11:52:09 GMT Location: Pattingham | Salary: 26000.00-26000.00 Annual | Type: Permanent | CLIENT SERVICES ADMINISTRATOR £26,000 - £30,000 - Wolverhampton - Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welco... Permanent