Job Description
We’re looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London.
Working closely with the Head Paraplanner and Operations Manager, you’ll play a key role in supporting both clients and the smooth running of the business. This is a fantastic opportunity to build your career within a supportive and ambitious firm, with full training provided.
What You’ll Be Doing
• Supporting client onboarding and ongoing client care
• Maintaining accurate client records and managing the CRM system
• Processing client requests, including withdrawals
• Assisting with tax returns and client portal management
• Handling office administration and supporting daily operations
• Supporting compliance and regulatory requirements
What We’re Looking For
• Experience within an IFA or financial services environment
• Highly organised with strong attention to detail
• A team player with a proactive, can-do attitude
• Able to manage tasks independently and work efficiently
What You’ll Get
• Annual bonus
• Private medical & travel insurance
• Gym membership (Virgin Active or PureGym)
• £600 annual exam allowance
• Pension contributions
• Hybrid working – 2 days from home
Why Apply?
Be part of a growing firm where your work truly makes an impact. You’ll gain valuable experience, develop your skills, and be supported every step of the way.