Salary: GBP28000 - GBP30000 per annum + Additional Benefits
Client Servicing Administrator
Location: Altrincham
Hours: Monday to Friday, 9:00am – 5:00pm (flexibility available)
Overview
An excellent opportunity has arisen for a highly organised and client‑focused individual to join a busy and professional operations team as a Client Servicing Administrator. This role is central to delivering a seamless and high‑quality client journey. You will play a key part in supporting advisers and ensuring that all client servicing activities, including review scheduling and engagement, are carried out efficiently and accurately.
Key Responsibilities
* Serve as a main point of contact for clients, delivering a consistently high standard of service both over the phone and in person
* Proactively identify clients due for financial reviews using internal systems
* Coordinate and schedule client review meetings (both face‑to‑face and virtual)
* Effectively manage adviser diaries and ensure optimal planning of appointments
* Prepare and distribute client review documentation to a high standard
* Maintain accurate and up‑to‑date client records, logging all interactions within internal systems
* Conduct follow‑ups with clients to ensure engagement and continuity of service
* Produce reports to support advisers in preparation for client meetings
* Support ongoing client engagement activities, including scheduled communications
* Ensure all administrative processes are completed in line with regulatory and company standards
* Contribute to the smooth running of the office through general administrative support
Skills and Experience
* Proficiency in Microsoft Office applications, including Outlook, Word, Excel and Teams
* Strong organisational skills with the ability to manage multiple tasks effectively
* Excellent communication skills, both written and verbal
* Professional and confident telephone manner
* High level of attention to detail and accuracy
* Ability to work both independently and as part of a team
* Proactive approach with the ability to prioritise workload
* Strong sense of integrity and commitment to maintaining confidentiality
About You
You will be a motivated and detail‑oriented individual with a strong focus on delivering outstanding client service. You are comfortable managing competing priorities in a structured and efficient manner, and take pride in maintaining high standards in all aspects of your work. Experience within a professional services or financial services environment would be advantageous.
Benefits
* 25 days holiday plus bank holidays plus an additional day for your birthday
* Company pension scheme
* Life insurance
* Access to employee discounts and benefits platform
* Regular company events
* Hybrid working available following successful completion of probation
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