Clients Services Administrator

Our client, a results-driven financial planning firm, are offering the position of Client Services Administrator to join their high-performing team.

They are seeking someone who is naturally organised, professional, and eager to contribute to their continued success. If you thrive in a fast-paced environment and love supporting others to deliver outstanding client service, we want to hear from you.

The Role

You will play a vital role in supporting the day-to-day operations of the team through a range of administrative responsibilities, including but not limited to:

• General office administrative duties
• Supporting Client Services team members
• Opening, scanning, and distributing post
• Preparing meeting rooms for client appointments
• Updating and maintaining client and product records using a bespoke database
• Preparing meeting packs and documentation
• Administering new and existing client pensions, investments, and risk products
• Following workflows and internal processes
• Liaising with product providers and strategic partners
• Gathering documentation and data for client meetings
• Supporting ad hoc project work

Key Skills & Experience

We're looking for someone with the following attributes:

• Strong administrative background, ideally in financial services
• Confident communicator (verbal and written), comfortable dealing with all levels of stakeholders
• Exceptional attention to detail and a "right first time" mindset
• Able to prioritise, meet deadlines, and manage your workload effectively
• Positive, professional, and proactive with a can-do attitude
• A collaborative team player who can also work independently
• Resilient, adaptable, and capable of solving problems effectively
• Proficient in Microsoft Office applications (Word, Excel, Outlook, etc.)

Requirements

• Minimum 4 years' experience in a similar administrative role
• Proven experience in a financial services environment

If your application is successful, you will be contact shortly.

The job title and description in this advertisement may differ from the client's official job description/contract .We appreciate your interest in this role. E-Personnel Recruitment aims to acknowledge all applications, but due to the high volume of CVs we receive, this may not always be feasible.

You can apply with the utmost confidence to E-Personnel Recruitment directly, experts in both Permanent and Temporary Recruitment, and a proud member of the Recruitment & Employment Confederation (REC), the professional body for the recruitment industry.