Client Services Administrator

Join Our Team as a Client Services Administrator

Are you an organized and personable professional with a passion for finance and client service? We're seeking a highly motivated Client Services Administrator to join our dynamic team. This permanent role offers a competitive salary of up to £38,000 (depending on experience) and a fantastic benefits package. If you are looking to develop your career within a supportive and flexible working environment, this opportunity is perfect for you.

• Processing new business from start to finish, ensuring accuracy and compliance
• Preparing detailed client meeting packs
• Handling Letters of Authority, including processing and chasing
• Submitting applications and advice sets efficiently
• Maintaining and updating client information accurately
• Establishing and nurturing effective relationships with clients and internal teams
• Liaising with Head Office and Admin centres to coordinate activities
• Overseeing incoming funds and handling client requests such as withdrawals
• Managing fund switches and sending corresponding letters
• Providing regular updates to clients on investment progress and transfers
• Engaging in basic marketing activities and managing social media presence

• Salary up to £38,000 dependent on experience
• Hybrid working model (3 days in the office, 2 days from home)
• 24 days of annual leave, plus an additional birthday day off
• Discretionary leave over the festive period ("Eves") each year
• Death in service cover (4x salary)
• Early finish at 3:00 pm every other Friday
• Additional annual leave accrued for 5+ and 10+ years of service
• NEST Pension scheme with auto-enrolment (employer contributions of 3% and 5%)

This Client Services Administrator role offers a rewarding career opportunity in the financial sector, with excellent employee benefits and a progressive work environment.