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Client Service Administrator - Join a Winning Team!
Are you passionate about making a real difference in clients lives?
We have an exciting opportunity for a talented and energetic Client Service Administrator to join our multi-award-winning team. If you care about financial planning and want to be part of a dynamic, supportive, and growing team, we would love to hear from you!
About the company
Berry & Oak is an award-winning financial planning practice based near Wetherby in West Yorkshire. We're driven by core values of respect, care, integrity, and quality. Our team is dedicated to helping clients achieve their life goals while creating an environment where we can also grow and thrive together. As proud supporters of several charities, were committed to giving back and actively supporting the next generation of talent.
About the role
As a Client Service Administrator, you will be a key player supporting our clients financial planning journeys, providing exceptional service and supporting our Financial Planners to build strong, long lasting relationships with clients. This is a highly collaborative role where you will work closely with our team and clients. Your responsibilities will include:
- Delivering exceptional, personalised service that ensures clients receive a smooth, efficient experience
- Managing client records, preparing important documentation, and maintaining accurate records
- Engaging directly with clients, attending client meetings, providing updates and ensuring their needs are met with the highest standard of care
- Coordinating client administration, including tracking investments, maintaining accurate records, and supporting the execution of financial plans
Why you'll love this role:
- Fully office-based environment: Enjoy a dynamic and collaborative work setting, where you can engage in meaningful face-to-face interactions with both clients and colleagues.
- Being on-site means you'll have immediate access to the team and resources, allowing for faster decision-making and stronger collaboration, ultimately enhancing your professional growth and client service experience.
About you
Were looking for someone who is:
- Experienced: At least 2 years of experience in financial services
- A Team Player: Passionate about exceptional service and working collaboratively
- Organised: Ability to manage a busy workload and prioritise effectively
- Communicative: Strong written and verbal communication skills
- IT Proficient: Comfortable with Microsoft Office Suite and quick to adapt to new software tools
- Detail-Oriented: Accurate and thorough in all aspects of data entry and client documentation.
Why join us?
In addition to a competitive salary, we offer an attractive benefits package:
- Discretionary Bonus Scheme
- Training and Exam Support for career progression
- 27 Days Annual Leave + Bank Holidays + Extra Day for Your Birthday
- Generous Group Pension Scheme
- Private Health & Mental Health Care Support
- Death in Service Scheme (4x salary)
- We are dedicated to your career development, offering a supportive environment where you can grow professionally while making a tangible difference in the lives of our clients.
How to Apply
Please apply through this link with your CV and a short covering letter explaining why you are interested in the opportunity and why you would be a valuable addition to our team. We believe in building a diverse team that brings unique perspectives. We encourage applications from individuals of all backgrounds.
If you would like to find out more about us, please look at our LinkedIn, Facebook or Instagram pages (by searching for Berry & Oak) or visit the Why work for us page on our website to get more of a feel for our beliefs/thoughts.
