Client Services Administrator | Finchley, London | £30,000–£35,000
Reference: 10332
We're working with a well-established independent financial planning firm based in Finchley, North London, who are looking to appoint a Client Services Administrator to join their Operational Support team.
The Role
A varied and hands-on position spanning two key areas - Policy Servicing and Client Reviews Administration. You'll be supporting paraplanners and advisers with day-to-day administration, maintaining the back-office system, processing letters of authority, handling client queries and preparing valuation packs for regulatory review meetings.
What You'll Need
- Previous experience in an IFA or financial planning administration role
- Familiarity with back-office systems and provider platforms
- Strong attention to detail and organisational skills
- Confident communicating with clients, advisers and providers
What's on Offer
- £30,000–£35,000 depending on experience
- A supportive team environment within an established, reputable firm
- Exposure to a broad range of financial planning administration
If this sounds like the right fit, get in touch today.
Job Types: Full-time, Permanent
Pay: £30,000.00-£35,000.00 per year
Benefits:
- Company pension
- Financial planning services
Work Location: In person
