Job Description
manchester
Salary Competitive TypePermanent WorkplaceOn-Site Ref89628Recruiter Managing This Role
Client Services Administrator South Manchester Hybrid
Role Purpose
The Client Services Administrator supports advisers by preparing essential review documentation, producing outcome and basic recommendation reports, maintaining accurate client data, and coordinating key administrative tasks that ensure high-quality client servicing. You will play a crucial role in maintaining compliance standards, improving workflow efficiency, and delivering an excellent client experience.
Key Responsibilities
Client Review & Reporting
Produce valuation reports and review packs ahead of client meetings.
Prepare and send disclosure packs as part of the annual review process.
Create No Change Review Reports summarising adviser discussions and confir...
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