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Financial Planning The Client Servicing Administrator plays a crucial role within the
financial planning team by managing client administration and supporting the delivery of high-quality client service. This position is … pass received information to paraplanners with clear summary sheets. Identify missing information prior to referral. Maintain compliant client files, preparing and filing documents and reports necessary for meetings or
financial plans. Keep clients regularly updated and manage their expectations throughout the onboarding process. Process new business applications, working closely with paraplanners to ensure timely completion. Existing Clients Register clients on … with client management systems and cashflow planning software. Comfortable liaising with clients and team members professionally. Willingness to learn new skills. Understanding of compliance requirements and regulatory standards within
financial services. Remuneration Salary dependant on experience. Supportive and inclusive team culture. Death in Service. Seniority level Seniority level Entry level Employment type Employment type Full-time Referrals increase your chances
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