Job Description

Client Services Administrator

We have an excellent opportunity for a Client Services Administrator to join this multi award-winning firm of Chartered Financial Planners in Boston Spa, West Yorkshire.

About the company

Our client is a renowned and independent multi award-winning financial planning practice with a small but highly accredited, highly qualified and dedicated team.

About the role

As Client Services Administrator, you will work collaboratively with Financial Planners & Paraplanners to ensure that clients receive an exceptional level of service as well as complying with FCA rules and regulation and your responsibilities will include:

  • Delivering an outstanding client experience
  • Supporting the Financial Planners in managing client relationships
  • Working alongside the Paraplanners to co-ordinate, manage and implement administration for the client including gathering informati...

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