Client Services Administrator

The Role

A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients.

This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You ll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage.

Reporting to the Operations and Client Services Manager, you ll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services.

Key Responsibilities

• Provide administrative support to advisers and paraplanners across a range of financial planning activities.

• Maintain and update data within the firm s back-office systems.

• Prepare meeting packs, letters, valuations, and review reports.

• Liaise with clients and providers professionally by phone and email.

• Manage the adviser diary system and ensure meetings are well-prepared in advance.

• Submit new business through online portals and track progress to completion.

• Assist with compliance checks and ensure files meet FCA requirements.

• Keep internal processes and client documentation organised and accurate.

• Greet clients in person and ensure meeting rooms and documentation are ready.

• Support the continuous improvement of internal procedures and best practice.

About You

You ll be an experienced administrator with a background in financial services ideally within an IFA, wealth management, or financial planning environment. You ll take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike.

Essential skills and experience:

• Proven experience in financial services administration.

• Excellent attention to detail and organisational ability.

• Strong written and verbal communication skills.

• Confident using Microsoft Office (Word, Excel, Outlook).

• Ability to manage multiple tasks and work to deadlines.

• Comfortable working both independently and as part of a close-knit team.