Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title:
Client Services Administrator
Location:
Sheffield
Hybrid working available after training (3 days office / 2 days home)
Salary:
£26,000 - £32,000 DOE
Why Join Us?
This is an excellent opportunity to join a growing and supportive financial planning environment where collaboration and team culture are highly valued. You will be part of a busy Client Services team where work is allocated by team leaders and clients are assigned to ensure a structured and manageable workload.
The business is expanding quickly, offering stability and long-term security within a well-established and professional setting.
Benefits:
* Workplace pension scheme
* Death in service benefit (3 x salary)
* Westfield Health cash plan (including dental, eye tests, physio)
* 27 days holiday plus bank holidays
* Exams fully funded and supported
* Strong focus on employee wellbeing and supportive culture
About the Company:
A well-established financial planning business operating as part of a larger group with multiple offices. The Sheffield office is home to a close-knit Client Services team.
The culture is supportive, informal, and team-focused, with a strong emphasis on looking after staff and building long-term relationships.
Key Responsibilities:
* Providing administrative support within the Client Services team
* Managing allocated client relationships and ensuring smooth processing of requests
* Processing new business applications and platform administration
* Completing fund switches and ongoing investment administration
* Preparing client review packs and supporting advisers
* Working within Intelliflo and other platform systems
* Supporting general financial planning administration tasks as required
What We're Looking For:
* Previous experience in financial services administration or a similar client support role
* Strong organisational skills with attention to detail
* Ability to manage workload effectively within a team environment
* A reliable individual with strong longevity in previous roles
* A positive attitude and willingness to learn and be coached
* Comfortable working in a busy, structured environment
This role is ideal for someone looking for a long-term administrative career rather than progression into advisory roles.
Desirable Skills:
* Experience using platforms such as Quilter, Elevate, Aberdeen, or similar
* Familiarity with Intelliflo
* Exposure to financial planning administration including new business processing and fund switches
* Experience preparing review packs and supporting advisers
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