Client Services Administrator – Pensions & Financial Services
Hybrid working after successful completion of probation
Are you an organised, client-focused administrator looking to build your career within financial services, pensions or wealth management?
This is an excellent opportunity to join an international organisation in a key Client Services Administrator role, supporting financial planners and investment teams while becoming a trusted first point of contact for clients.
If you have experience in financial planning, wealth management, pensions, investments or professional services administration, we'd love to hear from you.
Why join?
You'll be joining a supportive, international team where your work directly contributes to delivering an outstanding client experience.
You'll also receive a fantastic benefits package, including:
- Your birthday off
- Hybrid working after successful completion of probation
- Shopping and lifestyle discounts across restaurants, holidays, groceries, cinema and more
- Additional leave between Christmas and New Year without using your annual leave allowance
- Virtual gym classes
- Nutritional advice and wellbeing support
- Virtual GP and health advice
- Plus further benefits designed to support your wellbeing and work-life balance
The role
As a Client Services Administrator, you'll play an important role in ensuring clients receive a professional, responsive and seamless service from their initial contact through to the implementation of new business.
You'll work closely with Financial Advisers, Paraplanners, Compliance, Operations and international colleagues, providing high-quality administrative support across pensions, investments and financial planning.
What you'll be doing
Client Service & Communication
- Act as a primary point of contact for clients, building strong relationships and resolving queries promptly and professionally.
- Answer incoming calls and provide information or direct enquiries to the appropriate team.
- Welcome clients and business partners visiting the office.
- Prepare clear, accurate and professional client communications, including emails, letters and updates.
- Work collaboratively with Advisers, Paraplanners, Compliance and Operations to deliver excellent client outcomes.
Financial Administration
- Prepare, process and track client documentation, including application forms, transfer requests, investment instructions and compliance records.
- Support the implementation of financial advice by understanding adviser recommendations and preparing the required documentation.
- Liaise with clients to ensure recommendations are implemented accurately and within agreed timescales.
- Support the collection of advice fees.
- Maintain accurate client records, contact logs and audit trails.
- Update client databases in line with data protection and company requirements.
- Sort, scan and distribute incoming correspondence efficiently.
- Undertake research and project work, including provider comparisons, market research and process improvement.
Teamwork & Collaboration
- Contribute to the success of the wider global Client Services team.
- Share knowledge and support colleagues.
- Collaborate with international colleagues across multiple jurisdictions to coordinate actions and deliver timely client outcomes.
- Participate positively in team meetings and wider team initiatives.
What we're looking for
We're looking for someone who is organised, personable, accurate and genuinely enjoys helping clients.
You'll ideally have:
- Previous administrative experience within financial services, financial planning, wealth management or professional services.
- An understanding of pensions, investments or financial planning.
- Excellent written and verbal communication skills.
- A strong client-service mindset and professional approach.
- Excellent organisation and time-management skills.
- Exceptional attention to detail and accuracy.
- The ability to manage competing priorities and meet deadlines.
- A proactive, solutions-focused approach.
- The ability to work independently while also being a strong team player.
- High standards of integrity, confidentiality and professionalism.
- Good knowledge of Microsoft Office.
- Experience using Xplan or similar financial planning software would be advantageous, but is not essential.
Could this be your next career move?
If you're looking for a role where you can combine client service, administration and financial services, while developing your knowledge of pensions, investments and wealth management within an international organisation, this could be a fantastic opportunity.
Apply now or contact us for further information and an informal discussion about the role and interview process.
We'd particularly welcome applications from candidates with backgrounds in financial planning, wealth management, pensions, investments, banking, insurance or professional services administration.
Pay: £26,000.00-£28,000.00 per year
Benefits:
- Company events
- Company pension
- Free fitness classes
- Health & wellbeing programme
- Store discount
Application question(s):
- Are you able to work in Epsom a minimum of 3 days a week?
- Do you have pensions experience?
- Have you worked in financial services previously?
Work Location: Hybrid remote in Epsom KT17
