Client Services Administrator

We have an excellent opportunity for a Client Services Administrator to join this multi award-winning firm of Chartered Financial Planners in Boston Spa, West Yorkshire.

About the company

Our client is a renowned and independent multi award-winning financial planning practice with a small but highly accredited, highly qualified and dedicated team.

About the role

As Client Services Administrator, you will work collaboratively with Financial Planners & Paraplanners to ensure that clients receive an exceptional level of service as well as complying with FCA rules and regulation and your responsibilities will include: