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 They're 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 be able to support your progression.
Benefits
A comprehensive benefits package, including:
- 4x Death in Service
- Group Income Protection
- Auto-enrolment 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 you're 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.