Job description:
Client Services Administrator Financial Services | £24,000 - £25,000 + Excellent Benefits | People-First Culture in Stunning New Offices Location: Stow on Wold| Full-Time | Office-Based (35 hours/week, MonFri) Competitive Package + Career Growth
35-hour working week (95, with an hour for lunch)
Supportive team, excellent culture
Are you organised, people-focused, and ready to be the heartbeat of a growing financial services firm? Whether you're an experienced admin professional or a switched-on graduate looking for your first career step, this is a brilliant opportunity to join a company that really values their employees.
As part of the Client Services Team, youll support advisors and paraplanners with essential administrative duties while also being the first warm, welcoming face clients see when they visit the office.
What Youll Be Doing:
Delivering high-quality administrative support to financial advisers and paraplanners
Handling client onboarding, application processing, and CRM updates (Salesforce)
Preparing meeting packs, managing follow-ups, and chasing providers when needed
Being the first point of contact for clients: greeting visitors and managing calls
Producing client letters and templated reports
Supporting smooth day-to-day running of the office and helping the team succeed
What Youll Get in Return:
£24,000 - 26,000 salary depending on experience
25 days holiday + bank holidays (rising to 28 with length of service)
3-day Christmas closure (not taken from annual leave)
6% company pension contribution via Salary Exchange PFP also adds the NI saving
35-hour work week (MonFri, 9am5pm) with 1-hour lunch breaks
Collaborative, caring team culture with opportunities to learn and grow your career
Salary Exchange available- PFP Wealth also contributing the NI saving
Youll Be a Great Fit If You:
Have previous admin or office support experience (ideally in financial services)
Or youre a driven graduate with strong communication and organisational skills
Enjoy being client-facing and providing excellent service
Can juggle multiple tasks with calm focus and attention to detail
Are friendly, enthusiastic, and keen to be part of a team that supports each other
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