Client Services Administrator
Informed Financial Planning
Hessle, East Yorkshire (Hybrid Working)
Full-time | Permanent | 35 hours per week
Starting salary from £24,507 + Excellent Benefits + Career Development
Looking for a role where your organisation, attention to detail and people skills genuinely make a difference?
At Informed Financial Planning, we're not just looking for someone to process paperwork. We're looking for someone who takes pride in doing things properly, enjoys helping people and wants to build a career with a business that invests in its people.
We're an independent, Chartered Financial Planning firm based in Yorkshire, established in 2004. For more than 20 years, we've been helping individuals, families and business owners make informed decisions about their financial futures. Our approach is built around long-term relationships, professionalism and exceptional client service.
Our vision is simple: Changing Lives for the Better.
If you're organised, proactive and enjoy being part of a team where your work has a real impact, we'd love to hear from you.
About the Role
As a Client Services Administrator, you'll be an important part of the team supporting our Financial Planners and helping us deliver an exceptional experience for our clients.
You'll help make sure things happen when they should, information is accurate and clients are kept informed throughout their journey with us.
This is a varied role where no two days are exactly the same. You'll work with clients, Financial Planners, product providers and colleagues across the business, building your knowledge and developing your career within financial services.
You'll also receive support towards the CII Certificate in Regulated Financial Services, giving you the opportunity to develop professional knowledge and progress within the industry.
What You'll Be Doing
- Providing day-to-day administration support to our Financial Planners
- Keeping client records accurate, complete and up to date
- Obtaining information, valuations and illustrations from product providers
- Chasing outstanding business to make sure clients aren't subject to unnecessary delays
- Processing client administration and keeping clients regularly updated
- Answering client and provider enquiries by telephone and email
- Producing client review reports within agreed timescales
- Monitoring and chasing outstanding payments where required
- Managing your daily workload and making sure deadlines are met
- Following IFP processes and workflows to ensure work is completed accurately
- Working collaboratively with colleagues across the business
- Delivering a friendly, professional and efficient service to our clients and professional partners
About You
You don't need to be a financial services expert to start here.
We're looking for someone who is organised, reliable, approachable and takes pride in doing a great job.
You'll ideally have:
- Previous administration experience
- Excellent organisational skills and the ability to prioritise competing demands
- Strong written and verbal communication skills
- Good attention to detail and a commitment to producing accurate work
- The ability to manage deadlines and take responsibility for your workload
- Confidence communicating with clients, providers and colleagues
- Good Microsoft 365 skills
- A positive, collaborative approach to working with others
- A genuine willingness to learn and develop
Financial services experience and knowledge of Intelligent Office would be advantageous, but they aren't essential.
Most importantly, we're looking for someone who shares our values and wants to build a long-term career with us.
Why Join Informed Financial Planning?
We're proud of what we've built at IFP, but we're even more proud of the people who make it possible.
Our team is at the heart of our business, and we want people to feel that their contribution is noticed, their development matters and their life outside work is respected. Our careers approach is deliberately focused on long-term development rather than simply filling a role.
You'll join a team where Mindfulness, Integrity, Collaboration and Achievement aren't just words on a wall. They're the values that guide how we work with our clients and each other.
What you'll receive
- £24,507 starting salary
- 35-hour working week
- Hybrid working
- Flexible working
- Quarterly bonus scheme
- Private Medical Insurance
- Critical Illness Cover
- Death in Service
- Pension
- Enhanced Maternity/Paternity Pay
- Christmas office closure
- CII qualification support
- Exam fees and study materials reimbursed
- Training allowance
- Professional body memberships
- Wellbeing Team
- Volunteering programme
- Team building days and social events
- Reduced corporate gym membership
- Cycle to Work Scheme
- Free eyesight testing
- House-move leave
- Modern and spacious offices with free parking and shower facilities
- Financial guidance
- KP Golf Club membership
We also believe that a good career shouldn't come at the expense of your life outside work. That's why we offer a 35-hour week, flexible working and hybrid working, with our current employee benefits also including two days working from home each week.
A Career, Not Just a Job
You don't need to arrive knowing everything about financial planning.
What matters is that you're willing to learn, take responsibility and care about getting things right.
We're committed to developing our people, including funding professional qualifications and providing the training and support needed to build expertise.
If you're looking for a role where you can develop professionally, work with great people and make a genuine difference to clients, we'd love to hear from you.
Apply today and start your career with Informed Financial Planning.
Find out more about life at IFP and our current opportunities on our Careers page and apply via the job link - https://informedfinancialplanning.co.uk/careers/
Pay: £24,507.00-£28,875.00 per year
Education:
- GCSE or equivalent (preferred)
Experience:
- administration: 1 year (preferred)
Work Location: In person
