Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for six consecutive years.
At Douglas Steers and Company, we are dedicated to helping our clients achieve their financial goals through expert advice, strategic planning, and personalised financial solutions. We pride ourselves on fostering a collaborative and supportive environment, valuing every team member’s contribution while promoting continuous professional development.
Position Overview:
We are looking for a highly organised and customer-focused Client Services Administrator to join our friendly and supportive team. This is an excellent opportunity for someone who enjoys working in a fast-paced professional environment and wants to build a long-term career within financial services. The successful candidate will play a crucial role in supporting financial advisers and ensuring smooth operations within the team.
Key Responsibilities will include but are not limited to:
- Providing administrative support to Financial Advisers and the wider Client Services team.
- Preparing documentation for client meetings.
- Processing new business applications across pensions, investments and protection.
- Liaising with providers, clients and third parties to obtain information and monitor progress.
- Managing client records and ensuring information is accurate and up to date. Handling incoming telephone calls and emails professionally.
- Chasing outstanding paperwork and provider requests.
- Ensuring all work is completed in line with FCA regulations and company procedures.
- Supporting the team with general administrative duties as required.
About You:
- A strong work ethic and commitment to delivering high-quality results.
- Confident working in a fast-paced, professional environment and managing multiple priorities.
- Able to work both independently using your initiative and collaboratively as part of a team.
- Highly organised and methodical with a strong ability to manage tasks effectively.
- Exceptional attention to detail, ensuring accuracy in all aspects of work, particularly with data management.
- Excellent communication skills, able to maintain and develop professional relationships with clients and colleagues.
- Capable of working to tight deadlines and under pressure, ensuring tasks are completed on time.
- Previous experience within a Financial Planning firm is highly desirable, demonstrating industry knowledge and expertise.
Desirable Skills and Experience:
- Previous experience within an Independent Financial Adviser (IFA), Wealth Management or Financial Services environment is desirable.
- Experience using back-office systems such as Intelligent Office or similar.
- Knowledge of pensions, investments and protection products.
- Working towards, or interested in studying towards, the Level 4 Diploma in Regulated Financial Planning.
- Strong technical expertise across investments, retirement planning, protection
- Strong Regulatory Awareness
Benefits:
- 33 days holiday (including bank holidays)
- No weekends
- Christmas Closure
- Expanding business and opportunities for career growth
- Company events
- Wellbeing support
- Cycle to Work scheme (after 2 years)
- Birthday off (after 2 years)
What next?
If you are passionate about helping individuals and families achieve their financial goals, eager to take the next step in your career, and believe you have the skills and experience to thrive in this role, we'd love to hear from you!
Douglas Steers & Company is an equal opportunity employer and is committed to fostering an inclusive, diverse, and respectful work environment for all employees.
Pay: From £28,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Health & wellbeing programme
- Private medical insurance
Work Location: In person
