About the Role

As Client Services Administrator, you will work collaboratively with our Financial Planners & Paraplanners to ensure that clients receive an exceptional level of service as well as complying with FCA rules and regulation and your responsibilities will include:

• Supporting the Financial Planners in managing client relationships
• Working alongside the Paraplanners to co-ordinate, manage and implement administration for the client including gathering information on existing investments, preparing documents for meetings and making sure client records are up to date and accurate
• Have regular communication with clients, providing them with progress updates
• Co-ordinate all administration during both the client onboarding and delivery process, ensuring that any meeting follow up is actioned

About you

As a Client Services Administrator, you’ll need to be process driven, able to prioritise busy workloads effectively and be a good all-round communicator and you must be / have:

• A minimum of 2 years previous financial services office based experience
• Communicate effectively with an excellent telephone manner
• Organise your own day to day activities
• Excellent communication skills; written, verbal and IT literate, Microsoft Outlook (Calendar, Email, Tasks and Contacts) & Microsoft Word & Excel & Internet
• Have a positive attitude, flexible & helpful
• A willingness to follow business processes and procedures
• The ability to work well under pressure both independently and in a team without supervision