Client Services Administrator

Job summary
Looking for an individual to join our team at our busy office in Heaton Moor.Ideal candidate will have experience in Wealth Planning/Financial Services industry.Part-time office-based role, 25 hours a week.
Job seniority: entry level
Responsibilities
• New client onboarding and arranging and preparing for annual reviews.• Diary management and arranging meetings (face to face and remotely).• Gathering information and preparing for client meetings.• Greeting visitors and providing general office support.
Requirements
• Experience in Wealth Planning/Financial Services industry.• Experience in new client onboarding and annual reviews.• Excellent communication skills and attention to detail.
Key Skills Needed
• Experience in Wealth Planning/Financial Services industry• Experience in new client onboarding• Experience in arranging and preparing for annual reviews• Excellent communication skills• High level of attention to detail