Job description:
Client Services Administrator Financial Services | £24,000 - £25,000 + Excellent Benefits | People-First Culture in Stunning New Offices
Location: Stow on Wold| Full-Time | Office-Based (35 hours/week, MonFri)
Competitive Package + Career Growth
* 35-hour working week (95, with an hour for lunch)
* Supportive team, excellent culture
Are you organised, people-focused, and ready to be the heartbeat of a growing financial services firm? Whether you're an experienced admin professional or a switched-on graduate looking for your first career step, this is a brilliant opportunity to join a company that really values their employees.
As part of theClient Services Team, youll support advisors and paraplanners with essential administrative duties while also being the first warm, welcoming face clients see when they visit the office.
What Youll Be Doing:
1. Delivering high-quality administrative support to financial advisers and paraplanners
2. Handling client onboarding, application processing, and CRM updates (Salesforce)
3. Preparing meeting packs, managing follow-ups, and chasing providers when needed
4. Being the first point of contact for clients: greeting visitors and managin...