We're looking for an organised and customer-focused Client Services Assistant to join our Clients growing team. This is a key role supporting Financial Planners and Relationship Managers, ensuring clients receive a professional, efficient, and high-quality service at every stage.
You'll play an important part in delivering excellent client outcomes while supporting responsible business practices and maintaining the highest standards of integrity.
What You'll Be Doing
* Managing new and existing business processes from start to finish
* Preparing client documentation, valuations, and financial planning packs
* Liaising with providers, legal parties, and clients to handle changes and queries
* Maintaining accurate and up-to-date client records and systems
* Supporting client meetings and updating records post-appointment
* Monitoring tasks, chasing outstanding items, and meeting service standards
* Assisting with reporting, including client profitability analysis
* Providing occasional reception cover and front-of-house support
What We're Looking For
* At least 2 years' administrative experience
* Strong communication and customer service skills
* Excellent organisation and attention to detail
* Confident using Word, Excel, and Outlook
* A proactive, positive, and professional approach
* Ability to work collaboratively and handle multiple priorities
Why Join Us?
* 22 days holiday + bank holidays + extra days over Christmas
* Birthday off (if it falls on a working day)
* Pension scheme & death in service benefit
* Free financial planning service
* Full support toward industry qualifications
* Annual company conference and development opportunities
Join a supportive and collaborative team where your contribution makes a real difference to both clients and the business.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
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