Job Description
Templegate Recruitment
Specialist Recruiters in Financial Services
Job Title: Client Services Administrator
Location: Stone, Staffordshire (In-person)
Salary: £26,000 - £30,000 per year
Benefits:
* 25 days’ holiday plus bank holidays, two extra days after Christmas
* Additional holiday entitlement after 5 years’ service
* Option to purchase extra holiday days after 1 year
* Birthday day off after 1 year
* Employer pension contributions (e.g., 5% employer / 3% employee)
* Private Medical Insurance for employee and children under 18 (after 1 year)
* 3x salary life cover from day one
* Annual financial wellbeing session or 1:1 advice with an adviser
* Paid study leave for exams and CPD
* Funded support for relevant qualifications
* Quarterly team events and socials
* Discretionary Christmas bonus
* Two paid volunteer/charity days per year
* Flexible working hours (at Operations Manager discretion)
About the Company:
This is an established firm of Independent Financial Advisers based in Stone, Staffordshire, providing holistic, planning-led financial advice to clients locally and across the UK. The firm specialises in retirement planning, pensions and investment strategy, protection planning, intergenerational wealth planning, tax-efficient structuring, and long-term
Key Responsibilities:
* Create and maintain accurate client records across back-office systems and tools
* Prepare client documentation and correspondence for meetings
* Check accuracy and completeness of new business documentation
* Process business applications efficiently and compliantly
* Maintain supporting documentation in line with regulatory requirements
* Record and reconcile fees accurately
* Liaise with product providers and obtain necessary information
* Send Letters of Authority and gather client data
* Obtain illustrations and application forms, produce portfolio valuations
* Ensure fund switches, rebalances, top-ups, and withdrawals are executed correctly
* Support Financial Planners in review delivery and diarise client meeting actions
* Act as a professional point of contact for client enquiries
* Maintain up-to-date back-office systems and manage calls, post, and correspondence
* Undertake additional duties as directed by management
What We’re Looking For:
* Minimum 1 year administrative experience
* Minimum 2 years’ experience within a financial planning environment
* Highly organised, methodical, and disciplined
* Comfortable working within defined processes and meeting deadlines
* Strong written and verbal communication skills
* Able to take personal responsibility for tasks with minimal supervision
* Excellent attention to detail and a positive, supportive attitude
Desirable Skills:
* Certificate in Financial Planning (or working towards)
* RO1 and LP2 qualifications
* Knowledge of back-office financial systems and advanced Excel
How to Apply:
Interested? Submit your CV today!
If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further and explore other suitable roles.
Due to the high volume of applications, only successful candidates will be contacted. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.