Client Services Administrator

Client Services Administrator

Are you ready to be at the heart of a dynamic company interacting with everyone and making a real impact We are looking for a Client Services Administrator to join our client to coordinate key administrative tasks across the full lifecycle of client acquisition and management.

About the Role

As a Client Services Administrator you will play a crucial role in ensuring clients have a seamless experience from the moment they join. Your responsibilities will include:

• Client Acquisition: Efficiently gather and manage financial information from third parties ensure all documentation is complete and up to date and support clients through the onboarding process.
• Client Liaison: Prepare meeting packs manage DocuSign documents process applications and handle client queries with confidence and professionalism.
• Clerical Duties: Provide essential support to colleagues assist with reception duties and maintain a tidy and presentable office environment.

What Theyre Looking For

Our client value technical competence organisational skills and a positive attitude. The ideal candidate will have:

• Proficiency in CRM systems and Microsoft Office.
• Confidence in communicating with clients.
• A keen eye for detail and high ethical standards.
• The ability to diligently follow through on tasks to completion.

Experience in the financial advice profession is essential and familiarity with CURO or Transact platforms are a real bonus. Our client supports career progression so whether you aspire to become a Paraplanner Financial Adviser or pursue other paths they would support you.

Benefits

A comprehensive benefits package including:

• 4x Death in Service
• Group Income Protection
• Autoenrolment pension
• Private Medical Insurance (including Optical and Dental cover)
• 25 days annual leave Bank holidays and Christmas close period
• Season ticket loan scheme
• Ride to work scheme
• CII Membership sponsorship and exam support
• Payroll giving option

The business operates a flexible 3:2 hybrid working policy allowing you to work 2 days per week from home.

If youre ready to take the next step in your career and join a company that values growth integrity and teamwork wed love to hear from you.

Benefits:

4x Death in Service
Group Income Protection
Autoenrolment pension
Private Medical Insurance including Optical and Dental cover (subject to probation)
25 days annual leave Bank holidays and Christmas close period
Season ticket loan scheme
Ride to work scheme
CII Membership sponsored
Exam support with study leave
Payroll giving option

We operate a 3:2 hybrid working policy of (up to) 2 days per week from home.

Remote Work :

No