Overview
We are looking to recruit for a Client Services Manager / Senior Finance Administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.
Responsibilities
* Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
* Meet and greet clients and guests on arrival at the office.
* Organise client and prospective client meetings, managing all Financial Planner's diaries effectively.
* Prepare and issue client documentation before and after meetings in line with business processes.
* Attend client meetings when required.
* Ensure action points from meetings are recorded, allocated, and completed promptly.
* Open and maintain client files to required compliance standards.
* Complete Anti-Money Laundering (AML) checks.
* Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
* Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
* Complete checklists, scan and file documentation to the back-office system.
* Provide weekly Management Information to the Practice/Operations Manager.
* Support with internal events (e.g., annual client Christmas event).
* Open, log, scan and allocate all incoming post.
* Manage Financial Planner's general queries, calls and invitations.
* Attend and record weekly team meetings and quarterly open forum meetings.
Skills & Experience
* Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment.
* Strong organisational skills with the ability to manage multiple diaries and competing priorities.
* Excellent communication skills (written, verbal and in-person).
* High attention to detail and accuracy.
* Proficient in Microsoft Office and comfortable with CRM/back-office systems.
* Professional, approachable, and discreet in handling sensitive information.
* Client-focused with a proactive, "can-do" attitude.
* Friendly, professional and confident in dealing with clients and colleagues.
* Team player with the ability to work independently when required.
* Reliable, trustworthy and conscientious.
* Car driver.
Benefits
* 4 day working week.
* 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
* 1 week off for Christmas, not taken from your annual leave entitlement.
* Company pension scheme (after 3 months).
* Private Medical Insurance (after 12 months).
* Summer & Christmas bonus based on company performance.
* Team away days and social events throughout the year.
* Supporting, friendly team with opportunities to progress
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