We’re looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London.
Working closely with the Head Paraplanner and Operations Manager, you’ll play a key role in supporting both clients and the smooth running of the business. This is a fantastic opportunity to build your career within a supportive and ambitious firm, with full training provided.
What You’ll Be Doing
* Supporting client onboarding and ongoing client care
* Maintaining accurate client records and managing the CRM system
* Processing client requests, including withdrawals
* Assisting with tax returns and client portal management
* Handling office administration and supporting daily operations
* Supporting compliance and regulatory requirements
What We’re Looking For
* Experience within an IFA or financial services environment
* Highly organised with strong attention to detail
* A team player with a proactive, can-do attitude
* Able to manage tasks independently and work efficiently
What You’ll Get
* Annual bonus
* Private medical & travel insurance
* Gym membership (Virgin Active or PureGym)
* £600 annual exam allowance
* Pension contributions
* Hybrid working – 2 days from home
Why Apply?
Be part of a growing firm where your work truly makes an impact. You’ll gain valuable experience, develop your skills, and be supported every step of the way.
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