Wealth Management Client Services Specialist

A client-focused financial planning firm is hiring a Client Service Administrator in Wolverhampton to support the delivery of high-quality advice and maintain strong client relationships. This role requires at least 2 years of experience in Wealth Management and a solid understanding of pensions, investments, and protection. The successful candidate will provide exceptional client service, manage documentation, liaise with clients, and support the execution of financial plans.

A collaborative approach in a fast-paced environment is essential.
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