We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortgages to clients across the UK. With a supportive and forward-thinking culture, they have a strong track record of investing in their people, offering clear pathways for development and career progression. The Role: This is a brilliant opportunity to join a busy and collaborative Platform Support team. You will be responsible for delivering high-quality administrative and client servicing support relating to investment platforms. Supporting colleagues and clients by managing platform queries via email and helpline
Processing transactions, account exits, Letters of Authority, and death notifications
Monitoring cash accounts and ensuring adequate balances for investment activity
Keeping accurate and up-to-date client records in back-office systems
Contributing to ongoing process improvements and supporting project work
Previous experience in an administrative role within Financial Services
Strong working knowledge of Microsoft Office (especially Outlook, Word & Excel)
Experience with investment platforms and client servicing is desirable
Discretionary bonus
~ Hybrid working model: 2 days in the office, 3 days from home (more during training)
~25 days holiday plus bank holidays, with the ability to buy/sell leave
~ Private Medical Insurance
~5% employer pension contribution
~ Group Life Assurance (x4 salary)
~ This is a fantastic opportunity to join a highly professional, people-focused business where you'll be supported to grow and develop your career.