Job Title: Client Service Administrator
Salary: ÂŁ27,000 to ÂŁ32,000 per annum (Depending on experience)
Job type: Full Time, Permanent Location: Near Wetherby, West Yorkshire
This is an excellent opportunity to join a multi award-winning, forward-thinking and friendly firm on a competitive salary and with genuine career progression.
To support the growth and development of our firm, we are looking for an outstanding Client Service Administrator who has the diligence and skills to become a valuable member of our client focused financial planning team.
You will be working within the client service team to provide full administrative support to our financial planners across a full range of financial products.
Company Profile
We believe that life is for living, which is why we provide holistic financial planning advice to our clients, who want to ensure they can continue to live life to the full.
Our award-winning family run company is based near Wetherby. We have established ourselves over a number of years, as the trusted adviser for private clients seeking expertise on managing their finances. Our business is proud to hold the Chartered Financial Planners Firm status and CISI Accredited Financial Planning Firm⢠status.
Our team is dedicated to helping clients achieve their life goals while creating an environment where we can also grow and thrive together.
As proud supporters of several charities, weâre committed to giving back and actively supporting the next generation of talent.
Our business is built on a firm commitment to customer care and the culture of our business reflects this.
About the Role
As a Client Service Administrator, you will be a key player supporting our clientsâ financial planning journeys, providing exceptional service and supporting our Financial Planners to build strong, long lasting relationships with clients. This is a highly collaborative role where you will work closely with our team and clients. Your responsibilities will include:
- Delivering exceptional, personalised service that ensures clients receive a smooth, efficient experience
- Managing client records, preparing important documentation, and maintaining accurate records
- Engaging directly with clients, attending client meetings, providing updates and ensuring their needs are met with the highest standard of care
- Coordinating client administration, including tracking investments, maintaining accurate records, and supporting the execution of financial plans
About you
Weâre looking for someone who is:
- Experienced: At least 2 years of experience in financial services
- A Team Player: Passionate about exceptional service and working collaboratively
- Organised: Ability to manage a busy workload and prioritise effectively
- Communicative: Strong written and verbal communication skills
- IT Proficient: Comfortable with Microsoft Office Suite and quick to adapt to new software tools
- Detail-Oriented: Accurate and thorough in all aspects of data entry and client documentation.
How to Apply
If you want to join us in our goal of changing the lives of our clients and building your own career in financial planning â weâd love to hear from you.
The successful applicant will receive a competitive basic salary, a generous holiday allowance as well as a range of benefits. You will also enjoy being part of a small friendly team, where there is the opportunity to be an integral part in the growth of the business.
Please send your CV and a short covering letter to sarah.elson@berryandoak.com explaining why the opportunity interests you and why you would be a valuable addition to our team.
If you would like to find out more about us, please look at our YouTube, Facebook, Twitter or LinkedIn pages (by searching for âBerry & Oakâ) or visit the âWhy work for usâ page on our website to get more of a feel for our beliefs/thoughts.
We look forward to hearing from you.
Why you will love this role
- Fully office-based environment: Enjoy a dynamic and collaborative work setting, where you can engage in meaningful face-to-face interactions with both clients and colleagues.
- Being on-site means youâll have immediate access to the team and resources, allowing for faster decision-making and stronger collaboration, ultimately enhancing your professional growth and client service experience.
About the rewards
You will receive an excellent salary of ÂŁ27,000 to ÂŁ32,000 per annum depending on experience plus:
- Discretionary Bonus Scheme
- Training and Exam Support for career progression
- 27 Days Annual Leave (increasing with service) + Bank Holidays + Extra Day for Your Birthday
- Generous Group Pension Scheme
- Private Health & Mental Health Care Support
- Death in Service Scheme (4x salary)
Ready to talk?
If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.
