Client Services Administrator - Join a Growing Financial Services Firm!
We''re looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London.Working closely with the Head Paraplanner and Operations Manager, you''ll play a key role in supporting both clients and the smooth running of the business. This is a fantastic opportunity to build your career within a supportive and ambitious firm, with full training provided.What You''ll Be Doing• Supporting client onboarding and ongoing client care• Maintaining accurate client records and managing the CRM system• Processing client requests, including withdrawals• Assisting with tax returns and client portal management• Handling office administration and supporting daily operations• Supporting compliance and regulatory requirementsWhat We''re Looking For• Experience within an IFA or financial services environment• Highly organised with strong attention to detail• A team player with a proactive, can-do attitude• Able to manage tasks independently and work efficientlyWhat You''ll Get• Annual bonus• Private medical and travel insurance• Gym membership (Virgin Active or PureGym)• £600 annual exam allowance• Pension contributions• Hybrid working - 2 days from homeWhy Apply?Be part of a growing firm where your work truly makes an impact. You''ll gain valuable experience, develop your skills, and be supported every step of the way.
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!