The Role:
On behalf of our client, we are seeking a Client Services Administrator. This role supports financial advisers with client onboarding, ongoing administration, meeting preparation, and day-to-day client contact.
You will act as a first point of contact for clients and help ensure that all records, review activity, and client communications are managed efficiently and to a high standard. The role is varied and includes both administrative and client-facing responsibilities.
Responsibilities will include
- Deal with new enquiries and support the onboarding of new clients.
- Manage requests from existing clients and maintain strong working relationships.
- Deliver excellent customer service as the first point of contact for client queries and issues.
- Prepare client meeting packs and other marketing materials for financial advisers.
- Type up meeting packs from OneNote and ensure documentation is accurate.
- Update databases and client records, including Salesforce.
- Record all client contact by telephone and email, and ensure records are kept up to date.
- Keep clients informed every other week regarding outstanding work, including provider information and transfer work.
- Ensure appropriate client letters are issued following meetings, reviews, and new business activity.
- Submit electronic business submissions for any new business written.
- Carry out ad hoc client administration, including withdrawals and ISA top-ups where required.
- Check review frequencies, open advice records, and other diary tasks.
- Support the client review process and produce a monthly report for reviews due the following month.
- Assist with new client procedures and prospect management.
- Note important client updates and personal milestones where relevant, and update records accordingly.
- Meet and greet visitors and clients, and organise meeting set-up and refreshments.
- Carry out general office housekeeping and wider administrative support as needed.
The Person
Our client is looking for an organised and professional individual with strong client service skills and a keen eye for detail. You will need to be confident handling a busy workload, maintaining accurate records, and communicating clearly with clients and colleagues.
- Previous experience in a financial services administration or client support role in a financial services company.
- Strong customer service and relationship management skills.
- Excellent written and verbal communication skills.
- Confident using databases and maintaining accurate records.
- Strong organisational skills with the ability to manage multiple priorities.
- A proactive and flexible approach to ad hoc tasks.
The Benefits:
20 days plus bank holiday (additional holiday at Christmas), Pension (10% employer contribution), Parking Permit, opportunities to study for financial qualifications. Superb bonus & commission
The Location:
Clifton, Bristol with 1 day from home if required
The Hours:
Monday – Friday 9am – 5pm
The Salary:
£30- 35,000
INDHS
Pay: £30,000.00-£35,000.00 per year
Work Location: Hybrid remote in Bristol (Bristol, Bristol)
