Client Services Administrator

Location Salisbury, Wiltshire, England
Discipline: Office Professionals , Financial Services
Job type: Permanent
Salary: £23k (c)
Contact name: Samantha Ainslie
Contact email:
Job ref: REF: 6822
Published: 25 days ago
Expiry date: 30 September 2021

​Our client understand the importance of sound corporate governance and aim to maintain an efficient and effective management framework which enables sustainable growth and ongoing investment in their people and processes. As an independent firm, our client always seek to provide the most appropriate solutions for their customers, delivering positive client outcomes are central to their successful operation. To be part of this exciting growth plan, we are looking for an experienced administrator who has a financial services history and is known for their ability to process and deliver as part of a team.

The role will be responsible for providing full administrative support, maintaining good positive relations with clients and supporting the processing function of all new business.

Skills and experiences required:

  • Excellent written and verbal communication skills

  • Previous administration experience within an FCA regulated environment

  • Good knowledge of MS Office and system savvy to learn in house management tools

  • Attention to detail

  • Integrity and values driven

  • Able to meet deadlines

  • Prove to be an effective team player

  • Strong broad knowledge on products and providers available on the open market

Key responsibilities will include:

  • Processing of new business and documentation in accordance with quality standards

  • Ownership of full life cycle of transacted business

  • Preparing for client appointments, collating meeting packs

  • Inputting ongoing maintenance of data on internal systems

  • General administration

  • Dealing with adviser, charge, fee and commission enquiries

  • Provide support to the rest of the team

As stated, this role is designed for someone who has worked within Financial Services, perhaps working in a larger operation and wants the opportunity to be part of a smaller more personable culture. If you have experience within Valuations, New Business Processing or Trading then that would give you an advantage.

The role is split between working from home and the office a long term flexible approach.

Please contact Sam to apply.