Client Services Administrator

Are you an experienced professional in the Financial Services Industry looking for your next challenge? We are on the hunt for a proactive and detail-oriented Client Services Administrator to support our Advisers and contribute to the smooth running of our firm. If you thrive in a team environment, enjoy engaging with clients, and have a keen eye for organisation, this could be the perfect role for you!

As a Client Services Administrator, your role will be pivotal in ensuring the efficiency and success of our client services team. Your key responsibilities will include:

• Providing pre-sales administrative support to Advisers and Paraplanners, including preparing engagement letters and client agreements, obtaining valuations, and handling provider applications.

• Keeping our back-office software up to date to ensure seamless data management.

• Maintaining accurate records and supporting the distribution of client communications, including newsletters.

• Handling general account maintenance and administrative duties such as filing, scheduling, and diary management.

• Acting as a first point of contact, answering calls, managing inquiries, and welcoming visitors.

• Assisting with compliance procedures and ensuring regulatory requirements are met.

• Supporting the wider team by proactively managing workloads and deadlines.

• Continuously developing your industry knowledge and qualifications, ideally through CII studies.

To be successful in this role, you should demonstrate:

• Industry Experience: Previous experience in the Financial Services Industry is essential.

• Attention to Detail: A meticulous approach to work, ensuring accuracy in all tasks.

• Strong Communication Skills: Ability to liaise professionally with clients, providers, and colleagues both verbally and in writing.

• Proactive Mindset: A "can do" attitude with a drive to learn and succeed.

• Team Player Mentality: Ability to work collaboratively while managing individual responsibilities efficiently.

• Excellent Organisation: Strong planning and prioritisation skills to manage multiple tasks effectively.

• IT Proficiency: Comfortable using back-office systems and other relevant software.

We offer a supportive and professional environment where your skills and dedication will be valued. Our core benefits include:

• Holidays: 25 days annual leave, increasing with length of service.

• Pension Scheme: 3% employer and 4% employee contributions.

• Life Assurance: 4x salary cover.

• Income Protection: 75% salary cover up to NRD with a 13-week deferred period.

• Competitive Salary: Based on experience and industry standards.