Salary/Rate25000 - 30000/annum LocationRH16 Haywards Heath West Sussex
The Role
A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers paraplanners and clients.
This role is ideal for someone with experience in financial services administration who enjoys working within a professional detail-oriented environment. Youll be a key part of the operations team ensuring all administrative processes run smoothly and clients receive exceptional service at every stage.
Reporting to the Operations and Client Services Manager youll help maintain efficient back-office systems handle client documentation and support the wider team in delivering first-class financial planning services.
Key Responsibilities
About You
Youll be an experienced administrator with a background in financial services ideally within an IFA wealth management or financial planning environment. Youll take pride in accuracy communication and providing a high-quality service to clients and colleagues alike.
Essential skills and experience:
Client Services Executive • Haywards Heath, England, UK
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