Client Services Administrator

Are you an organised, proactive administrator with experience in financial services, banking, or financial advice?
Our Client
Our client is a small and growing financial planning firm based in Hemel Hempstead.
The Role
Our client is looking for a part-time Administrative Assistant to support our growing financial planning business. This is a brilliant opportunity for someone who enjoys keeping things running smoothly behind the scenes, takes pride in being highly organised, and wants to work with a supportive team in a modern, forward-thinking firm.
This is a varied role supporting the day-to-day operations of the business, including client administration, provider and client communication, and preparation for financial planning reviews.
Your Responsibilities Will Include
Business & Client Administration
Maintaining internal systems and keeping client records up to date
Supporting client onboarding and ongoing servicing
Producing and sending client documen...