At a Glance
- Tasks: Support financial planners, manage client records, and enhance team processes.
- Company: AWD online, a leader in financial services with a supportive culture.
- Benefits: Competitive salary, mentorship opportunities, and a professional work environment.
- Other info: Opportunity to mentor junior staff and drive process improvements.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong communication skills.
The predicted salary is between 29700 - 36300 £ per year.
AWD online is seeking a Senior Client Services Administrator with Financial Services Industry Experience to support financial planners and manage client records.
The role involves adviser support, client correspondence and accurate records handling in a professional environment.
The Senior Client Services Administrator will also assist the Client Services Manager, mentor junior staff, and contribute to process improvements while maintaining high standards across the team.
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Hybrid Senior Client Services Lead - Financial Planning employer: AWD Online
Join a dynamic and supportive team within a large education organisation that prioritises employee growth and wellbeing. With a strong focus on shaping the people strategy, you will benefit from a collaborative work culture, competitive salary, and opportunities for professional development while making a meaningful impact across North Somerset and Bristol.
