You know when great client service changes everything? As a Client Services Administrator, thats exactly the impact youll have. Youll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do wont just move tasks forward; itll help people plan more secure, confident futures.
Whats in it for you
A salary of up to £30,000, with flexibility to increase for the right person.
Funding for exam study materials, exam fees, plus paid study leave (exam day + additional study day).
33 days holiday including Bank Holidays.
Company pension scheme.
The chance to grow in a firm thats scaling quickly, with genuine progression opportunities.
Join a focused, values-driven environment where precision, ownership and client care sit at the heart of everything.
What youll be getting stuck into as a Client Services Administrator
Handling client and provider queries with professionalism, clarity, and speed.
Preparing accurate records, valuations and performance summaries to support the advice process.
Coordinating paperwork for fund switches, transfers, withdrawals and related provider activity.
Supporting investment, pension and estate-planning administration to keep cases moving smoothly.
Building and dispatching review packs and suitability documents with complete accuracy.
Maintaining clean back-office data and ensuring workflows stay organised and on track.
What youll bring to the table as a Client Services Administrator
Previous experience in financial services or IFA administration.
Working knowledge of investment, pension and platform processes.
Confidence using back-office systems such as Intelliflo alongside strong MS Office skills.
Strong written and verbal communication skills.
A structured, detail-focused approach that supports consistent client care.
If this Client Services Administrator role feels like the right next step, send your application today and well be in touch.
Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.
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