You know when great client service changes everything? As a Client Services Administrator, thats exactly the impact youll have. Youll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do wont just move tasks forward; itll help people plan more secure, confident futures.
Whats in it for you
* A salary of up to £30,000, with flexibility to increase for the right person.
* Funding for exam study materials, exam fees, plus paid study leave (exam day + additional study day).
* 33 days holiday including Bank Holidays.
* Company pension scheme.
* The chance to grow in a firm thats scaling quickly, with genuine progression opportunities.
* Join a focused, values-driven environment where precision, ownership and client care sit at the heart of everything.
What youll be getting stuck into as a Client Services Administrator
1. Handling client and provider queries with professionalism, clarity, and speed.
2. Preparing accurate records, valuations and performance summaries to support the advice process.
3. Coordinating paperwork for fund switches, transfers, withdrawals and related provider activity.
4. Supporting investment, pension and estate-planning administration to keep cases moving smoothly.
5. Building and ...