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Client supoprt administrator

Chester
Posted: 18h ago
Offer description

Financial Services Administrator – Client Support Location: Chester (Hybrid) Salary: From £25,000 (DOE) Benefits A modern and forward-thinking financial advice firm is looking to appoint a Financial Services Administrator to join its growing team in Chester. The company is committed to innovation, professionalism, and delivering excellent client service, while also creating a supportive environment where staff can grow and feel valued. The Role As part of the Client Support team, you’ll play a key role in supporting advisers and paraplanners to ensure clients receive a high-quality service. This is a varied, client-facing role, ideal for someone proactive, organised, and eager to make an impact within a collaborative team. Key Responsibilities Booking and coordinating client meetings, preparing progress and valuation reports. Liaising with providers to obtain information, letters of authority, and transfer of servicing. Processing client applications in line with compliance requirements. Handling telephone enquiries in a professional manner, acting as a positive first point of contact for clients. Managing incoming post and general administration to support the wider team. Taking ownership of tasks, ensuring timely completion and effective communication with colleagues and clients. What’s On Offer Starting salary from £25,000 (DOE) Hybrid working & flexitime KPI bonus scheme Company pension Regular company events Supportive, modern working environment with excellent development opportunities

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