Administrator - Wealth Management / Financial Services

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 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. # 4631068