We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration. Key Responsibilities Act as the first point of contact for all incoming calls, emails, and in-person enquiries. Meet and greet clients and guests on arrival at the office. Organise client and prospective client meetings, managing all Financial Planner's diaries effectively. Prepare and issue client documentation before and after meetings in line with business processes. Attend client meetings when required. Ensure action points from meetings are recorded, allocated, and completed promptly. Open and maintain client files to required compliance standards. Complete Anti-Money Laundering (AML) checks. Prepare and check client meeting packs in advance, keeping diaries updated with amendments. Ensure all professional logs are up to date, highlighting and chasing any outstanding documents. Complete checklists, scan and file documentation to the back-office system. Provide weekly Management Information to the Practice/Operations Manager. Support with internal events (e.g., annual client Christmas event). Open, log, scan and allocate all incoming post. Manage Financial Pl...