Job Description
Client Services Administrator – Prestigious UK Financial Services Brokerage
London (Hybrid – SE1) | £27,000 £4,000 bonus | Excellent Career Progression
We are proud to be representing one of the UK’s most prestigious and respected specialist mortgage brokerages — a market leader with an outstanding reputation for excellence, culture, and career development.
Due to internal promotion and business growth, they are now seeking an experienced, detail-oriented Client Services Administrator to join their high-performing Mortgage Concierge Department. This is an exceptional opportunity to work in a professional yet friendly environment, where you’ll be part of a team that values collaboration, initiative, and personal growth.
About the Company
This award-winning brokerage partners with HR departments in global corporations — including leading banks, law firms, and blue-chip organisations — to deliver a bespoke financial wellbeing service to employees. They pride themselves on their client-first approach, professional expertise, and commitment to developing their people.
The Role
In this fast-paced and client-focused position, you’ll play a pivotal role in ensuring enquiries are managed efficiently, data is handled accurately, and client journeys are seamless from start to finish.
You will be responsible for working with clients, brokers and third parties in order to manage this process with a focus on optimum customer services.
Key Responsibilities:
* Manage and process client appointments for third-party services quickly and accurately
* Input prospective leads into the database with complete attention to detail
* Respond to client enquiries in a professional and timely manner
* Record and monitor client feedback, escalating any issues as necessary
* Track adviser contact with clients and follow up on review dates and deadlines
* Provide occasional telephonist cover, making outbound client care calls with confidence
About You:
* Minimum 2 years’ experience in administration within a client services environment
* Proactive, trustworthy, and highly organised
* Strong computer skills and exceptional attention to detail
* A confident communicator with excellent written and verbal skills
* A strong team player who thrives in a collaborative environment
What’s on Offer:
* £27,000 per annum up to £4,000 discretionary quarterly bonus
* Hybrid working (3 days in stunning SE1 offices, 2 days from home)
* Monday–Thursday 9:00–17:30, Friday 9:00–17:00
* Work for one of the most prestigious financial services brokerages in the UK
* A supportive, sociable team culture with genuine opportunities for career progression
* Be part of a company that values your ideas and encourages professional development
If you’re an experienced administrator with a passion for client service and you want to build a career with a market-leading financial services firm, we want to hear from you.