Client Services Administrator – Hybrid Role (London W1)
Are you a motivated and organised professional with a passion for delivering exceptional customer service? Our client, a highly respected financial planning and investment management company, is looking for a
Client Services Administrator
to join their dynamic team in London. This is a fantastic opportunity to be part of a forward-thinking company that values its people and their growth. Why Join This Team?
Award-Winning Culture : Recognised in
The Sunday Times
Best Places to Work 2024 and Professional Adviser Awards.
Hybrid Flexibility : Work 2 days in a vibrant London office and 3 days from home.
Supportive Environment : A culture that prioritizes learning, collaboration, and excellence.
What You'll Be Doing
Putting customers at the heart of everything you do, ensuring exceptional service.
️ Onboarding new clients efficiently and managing existing client needs.
Building effective relationships with advisers, paraplanners, and clients.
Communicating confidently across multiple platforms (email, phone, etc.).
Supporting team projects to drive business success.
What We’re Looking For
Experience in financial planning : Knowledge of ISAs, Pensions, Bonds, and CRM systems.
A self-starter who challenges processes and strives for improvement.
A true team player who contributes positively to morale and team success.
CII or RO part-qualified candidates are highly desirable.
The Perks of the Role
Salary : £28,000–£38,500 (DOE).
Benefits : 25 days holiday (+ bank holidays), life assurance, income protection, pension, and flexible benefits platform.
Hybrid Working : Enjoy a balanced schedule of office and home-based work.
Career Growth : A company that invests in its people and their development.
Ready to Apply?
If you’re passionate about providing excellent client support and want to work with a company that truly values its people, we’d love to hear from you. Contact
Liam
and discuss the role today.
#J-18808-Ljbffr
Are you a motivated and organised professional with a passion for delivering exceptional customer service? Our client, a highly respected financial planning and investment management company, is looking for a
Client Services Administrator
to join their dynamic team in London. This is a fantastic opportunity to be part of a forward-thinking company that values its people and their growth. Why Join This Team?
Award-Winning Culture : Recognised in
The Sunday Times
Best Places to Work 2024 and Professional Adviser Awards.
Hybrid Flexibility : Work 2 days in a vibrant London office and 3 days from home.
Supportive Environment : A culture that prioritizes learning, collaboration, and excellence.
What You'll Be Doing
Putting customers at the heart of everything you do, ensuring exceptional service.
️ Onboarding new clients efficiently and managing existing client needs.
Building effective relationships with advisers, paraplanners, and clients.
Communicating confidently across multiple platforms (email, phone, etc.).
Supporting team projects to drive business success.
What We’re Looking For
Experience in financial planning : Knowledge of ISAs, Pensions, Bonds, and CRM systems.
A self-starter who challenges processes and strives for improvement.
A true team player who contributes positively to morale and team success.
CII or RO part-qualified candidates are highly desirable.
The Perks of the Role
Salary : £28,000–£38,500 (DOE).
Benefits : 25 days holiday (+ bank holidays), life assurance, income protection, pension, and flexible benefits platform.
Hybrid Working : Enjoy a balanced schedule of office and home-based work.
Career Growth : A company that invests in its people and their development.
Ready to Apply?
If you’re passionate about providing excellent client support and want to work with a company that truly values its people, we’d love to hear from you. Contact
Liam
and discuss the role today.
#J-18808-Ljbffr
