Entry-Level Client Services Administrator
Location: Various UK Locations
Contract Type: Full-time
Department: Client Operations
Are you looking to start your career in financial services? Do you enjoy being organised, supporting others, and delivering great customer service? We’re looking for an Entry-Level Client Services Administrator to join our growing team.
This is a fantastic opportunity for someone at the beginning of their career who wants to gain experience in a professional, supportive environment. Full training will be provided.
About the Role
As a Client Services Administrator, you’ll play an important role in helping our Financial Planners deliver the best possible experience to clients. You’ll learn how to handle a variety of administrative tasks, work with financial documents, and support the smooth running of the client journey from start to finish.
You do not need previous financial services experience — just a positive attitude, willingness to learn, and strong attention to detail.
What You’ll Be Doing
1. Setting up new client records and keeping information accurate and up-to-date
2. Helping prepare documents and information for client meetings
3. Supporting with the processing of new business and client transactions
4. Producing clear, accurate emails, letters and paperwork
5. Managing client queries and passing messages to the right team members
6. Monitoring workflows to ensure tasks are completed on time
7. Making sure all work meets company standards and follows compliance guidelines
8. Putting the client first in every interaction
Who We’re Looking For
Essential:
9. Strong attention to detail
10. Confident communication skills (written and verbal)
11. Good organisation and time-management
12. Comfortable working with computer systems and Microsoft Excel
13. A team player with a proactive approach
14. Willingness to learn and develop within the role
Desirable (but not required):
15. Any exposure to financial services or administration
16. Understanding of FCA regulations
Why This Role Is Great for You
17. Ideal starting point for a career in financial planning or financial administration
18. Full training and support provided
19. Opportunity to develop new skills and grow within the team
20. Work in a friendly, professional environment with clear progression pathways