Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
May 04, 2026
Full time
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
Agency shifts - weekends across the North West including Chester, Whirral, Liverpool, Preston Working in ultrasound clinics and electromyography clinics You will: Work closely with Senior clinicians at Consultant level Promote excellent communication that supports the dignity and care of the patients Assist in maintaining a safe working environment and a high provision of care and attention MUST be a strong communicator with attention to detail for record keeping As part of the role you will: Prepare trollies ready for clinic Ensure stocks are adequate Call patients to clinic Chaperone patients as required Provide emotional support for patients and carers Maintain clinic room A great regular placement for the right candidate. If that's you, please get in touch
Apr 30, 2026
Seasonal
Agency shifts - weekends across the North West including Chester, Whirral, Liverpool, Preston Working in ultrasound clinics and electromyography clinics You will: Work closely with Senior clinicians at Consultant level Promote excellent communication that supports the dignity and care of the patients Assist in maintaining a safe working environment and a high provision of care and attention MUST be a strong communicator with attention to detail for record keeping As part of the role you will: Prepare trollies ready for clinic Ensure stocks are adequate Call patients to clinic Chaperone patients as required Provide emotional support for patients and carers Maintain clinic room A great regular placement for the right candidate. If that's you, please get in touch
