The Role A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients. This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You ll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage. Reporting to the Operations and Client Services Manager, you ll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services. Key Responsibilities Provide administrative support to advisers and paraplanners across a range of financial planning activities. Maintain and update data within the firm s back-office systems. Prepare meeting packs, letters, valuations, and review reports. Liaise with clients and providers professionally by phone and email. Manage the adviser diary system and ensure meetings are well-prepared in advance. Submit new business through online portals and track progress to completion. Assist with compliance checks and ensure files meet FCA requirements. Keep internal processes and client documentation organised and accurate. Greet clients in person and ensure meeting rooms and documentation are ready. Support the continuous improvement of internal procedures and best practice. About You You ll be an experienced administrator with a background in financial services ideally within an IFA, wealth management, or financial planning environment. You ll take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike. Essential skills and experience: Proven experience in financial services administration. Excellent attention to detail and organisational ability. Strong written and verbal communication skills. Confident using Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and work to deadlines. Comfortable working both independently and as part of a close-knit team.
Dec 06, 2025
Full time
The Role A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients. This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You ll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage. Reporting to the Operations and Client Services Manager, you ll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services. Key Responsibilities Provide administrative support to advisers and paraplanners across a range of financial planning activities. Maintain and update data within the firm s back-office systems. Prepare meeting packs, letters, valuations, and review reports. Liaise with clients and providers professionally by phone and email. Manage the adviser diary system and ensure meetings are well-prepared in advance. Submit new business through online portals and track progress to completion. Assist with compliance checks and ensure files meet FCA requirements. Keep internal processes and client documentation organised and accurate. Greet clients in person and ensure meeting rooms and documentation are ready. Support the continuous improvement of internal procedures and best practice. About You You ll be an experienced administrator with a background in financial services ideally within an IFA, wealth management, or financial planning environment. You ll take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike. Essential skills and experience: Proven experience in financial services administration. Excellent attention to detail and organisational ability. Strong written and verbal communication skills. Confident using Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and work to deadlines. Comfortable working both independently and as part of a close-knit team.
The Role An established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations. This is a hands-on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers and paraplanners in delivering an exceptional client experience. Key Responsibilities Manage day-to-day operational and client service activity within the business. Oversee and allocate workflow for the administrative team. Support advisers and paraplanners with all aspects of client administration and documentation. Maintain and enhance internal processes, templates, and systems. Lead, train, and mentor administrators to ensure high levels of performance and consistency. Prepare client review packs, valuations, and reports. Communicate with clients and product providers via phone and email in a professional manner. Ensure compliance with internal procedures and FCA requirements. Assist with strategic and ad-hoc projects as required. About You You ll be an experienced financial services administrator or operations professional who thrives in an organised, detail-driven role. You ll bring a proactive approach, confident leadership skills, and a genuine commitment to providing an excellent client experience. Essential skills and experience: Proven background in financial services administration (ideally within an IFA, wealth management, or financial planning environment). Experience in implementing and improving operational processes. Strong organisational and leadership skills. Excellent written and verbal communication. Confident using financial back-office systems and Microsoft Office. Ability to manage multiple priorities and work to deadlines.
Dec 06, 2025
Full time
The Role An established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations. This is a hands-on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers and paraplanners in delivering an exceptional client experience. Key Responsibilities Manage day-to-day operational and client service activity within the business. Oversee and allocate workflow for the administrative team. Support advisers and paraplanners with all aspects of client administration and documentation. Maintain and enhance internal processes, templates, and systems. Lead, train, and mentor administrators to ensure high levels of performance and consistency. Prepare client review packs, valuations, and reports. Communicate with clients and product providers via phone and email in a professional manner. Ensure compliance with internal procedures and FCA requirements. Assist with strategic and ad-hoc projects as required. About You You ll be an experienced financial services administrator or operations professional who thrives in an organised, detail-driven role. You ll bring a proactive approach, confident leadership skills, and a genuine commitment to providing an excellent client experience. Essential skills and experience: Proven background in financial services administration (ideally within an IFA, wealth management, or financial planning environment). Experience in implementing and improving operational processes. Strong organisational and leadership skills. Excellent written and verbal communication. Confident using financial back-office systems and Microsoft Office. Ability to manage multiple priorities and work to deadlines.
