Client Services Executive

Salary/Rate£25000 - £30000/annum LocationRH16, Haywards Heath, West Sussex 

The Role

A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients.

This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You'll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage.

Reporting to the Operations and Client Services Manager, you'll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services.

Key Responsibilities

• Provide administrative support to advisers and paraplanners across a range of financial planning activit...