Client Services Administrator - up to £37,000 - Hybrid (Bromley)

My client, a well-established IFA practice in Bromley, is looking for a Client Services Administrator to join their growing team.

This practice is highly regarded for its personalised, client-centric approach, offering advice across investments, pensions, and holistic financial planning. Their long-standing success is built on trusted client relationships, supported by strong paraplanning, compliance, and administrative expertise.

As a Client Services Administrator, you'll provide vital support to both clients and advisers. Your responsibilities will include:

Managing client reviews and follow-up actions

Processing investments and disinvestments efficiently

Maintaining accurate records and submissions (CFR)

Acting as a direct point of contact for clients, delivering outstanding service

Supporting adviser activity across client acquisition and retention

Ensuring compliance with regulatory and consumer duty requirements

Previous experience in financial services, ideally within an IFA or wealth management environment

Strong administration skills with excellent attention to detail

Confident communicator with strong client-servicing abilities

Organised, proactive, and able to manage a busy workload effectively

Salary up to £37,000

Hybrid working - office in Bromley with flexibility to work from home

Supportive, professional team with clear opportunities to grow and develop

If this sounds like your next step, please contact Joanna at Financial Divisions to discuss further.