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 Administrator Permanent and full-time £25,000 - £27,000 depending on experience Office based outside of Wolverhampton, WV6 postcode Key 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. #
