Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Client services administrator

Hemel Hempstead
Client service administrator
£35,000 a year
Posted: 2h ago
Offer description

Are you an organised, proactive administrator with experience in financial services, banking, or financial advice? Our Client Our client is a small and growing financial planning firm based in Hemel Hempstead. The Role Our client is looking for a part-time Administrative Assistant to support our growing financial planning business. This is a brilliant opportunity for someone who enjoys keeping things running smoothly behind the scenes, takes pride in being highly organised, and wants to work with a supportive team in a modern, forward-thinking firm. This is a varied role supporting the day-to-day operations of the business, including client administration, provider and client communication, and preparation for financial planning reviews. Your responsibilities will include: Business & Client Administration Maintaining internal systems and keeping client records up to date Supporting client onboarding and ongoing servicing Producing and sending client documentation (accurately and on time) Managing workflow tasks and ensuring deadlines are met Provider & Product Support Liaising with product providers, lenders, and insurers to progress business Chasing outstanding information and supporting applications through to completion Coordinating basic research and gathering product information as required Annual Review Preparation Preparing annual review packs and documentation Ensuring all required information is ready ahead of client meetings Supporting follow-up actions after review meetings Marketing Support (Basic Admin) Light admin support for marketing activity (e.g. organising content, updating records, supporting campaigns) The Candidate Were looking for someone who is positive, professional, and naturally organised. Someone who enjoys bringing structure to a busy environment. Youll be: Proactive and reliable, with strong attention to detail Confident communicating with clients and suppliers in a professional manner Comfortable working independently, while also being a team player Calm under pressure and good at juggling multiple tasks Experience Ideally youll have experience in a similar role within: Financial planning / IFA Banking Mortgages Investments / pensions Protection / insurance You dont need to be a financial expert but you should be familiar with the principles of financial planning and comfortable working with regulated processes and confidential information. The Terms This role is being offered on a part time basis, requiring 20 hours a week, ideally over 4 days. You will spend half your time in the Hemel office. The position has a range of £30-£35K FTE* available depending on the skills and experience bought to the role. If youre looking for a full or part-time role that combines meaningful client work with a growing business and small, friendly team, wed love to hear from you. *Full time equivalent actual salary will depend on hours worked

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Client services administrator
Maidenhead
Permanent
Client service administrator
See more jobs
Similar jobs
Administration jobs in Hemel Hempstead
jobs Hemel Hempstead
jobs Hertfordshire
jobs England
Home > Jobs > Administration jobs > Client service administrator jobs > Client service administrator jobs in Hemel Hempstead > Client Services Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save