If you’re someone who notices the small things, keeps track of multiple moving parts and actually finishes what you start — this will suit you.
This role sits right at the centre of client communication, data accuracy and internal coordination. It’s not just admin. It’s ownership.
The Role
You’ll be responsible for keeping client cases accurate, up to date and moving in the right direction.
Day to day, that means
* Reviewing reports and picking up discrepancies quickly
* Correcting errors — from duplicate fees to incorrect account activity
* Managing client queries via email and phone with clear, confident communication
* Keeping case records accurate and audit-ready
* Liaising with internal teams to resolve issues efficiently
* Monitoring progress and making sure nothing slips through the cracks
If something’s not right, you’ll spot it and deal with it.
What You’ll Need
* You like detail — genuinely. Not just “can do it if needed”
* You can learn processes quickly and retain them
* You can multitask without losing your place halfway through
* You’re organised, structured and don’t rely on being reminded
* You communicate clearly and professionally with clients
* You’re confident using Excel and systems
* You stay calm when things get busy
What You Might Not Like
Let’s be real — this isn’t for anyone.
* It’s detail-heavy — rushing will catch you out
* You’ll be juggling tasks and expected to pick things back up without missing anything
* There’s accountability — accuracy matters
* It can get busy, especially with client queries
If you prefer repetitive, low-responsibility roles… this isn’t it.
The Team
A genuinely supportive, down-to-earth team.
Work is shared, people help each other out, and everyone’s working towards the same goals. No egos, no silos — just a team that gets on with it.
Important
* This role is subject to a full DBS check
* A credit check will also be carried out
Why It’s Worth It
* You’ll build proper client-facing experience
* You’ll develop strong attention to detail and problem-solving skills
* You’ll become someone the team genuinely relies on
What To Do Next
If you’re organised, detail-focused and can juggle multiple tasks without dropping the ball then APPLY!!
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