Client Services Administrator
3 weeks ago
IFA Administrator – Join a Thriving Wealth Management Firm | Career Growth + Remote Working Location: Office is Cheltenham – The role is remote, 37.5 hours a week Salary: £28,000 – £33,000 Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish. Whether you’re an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported. Responsibilities As an IFA Administrator, you’ll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service. Prepare and process new business applications across pensions, investments, protection, and platforms Maintain accurate client records on CRM systems Liaise with product providers for valuations, policy information, and ongoing servicing Generate client reports, illustrations, and letters using provider tools and templates Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements Handle da...
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Client Service Administrator
4 days ago
Cheltenham, United Kingdom Bishop Fleming Full timeLocation: Cheltenham **About the role** We're currently seeking a central Client Services Administrator to work across our Accountancy & Advisory Service ensuring efficiency and consistency of service delivery to the team and our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest in continually looking...
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Client Services Administrator
4 days ago
Cheltenham, United Kingdom Attivo Group Full time**Client Services Administrator** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that...
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Client Services Administrator
6 days ago
Cheltenham, United Kingdom Benefact Group Full time**Duration**:Permanent **Hours**: Monday-Friday 9.00am-5.15pm **Location**:Cheltenham **About the role***: We have an exciting opportunity for an **Client Services Administrator **to join our business **Lansdown Insurance Brokers** in **Cheltenham.** You'll be part of our** Client Services Team** supporting our “right first time” approach to customer...
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Client Services Administrator
6 days ago
Cheltenham, United Kingdom Attivo Full timeClient Services Administrator Join Attivo, a privately owned Lifestyle Financial Planner company that prides itself on transparency, openness, and client focus. About Attivo Attivo are Lifestyle Financial Planners. We prefer a private ownership structure so we can handle our clients and people with the freedom we believe is best. Our experienced, highly...
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Client Services Administrator
1 week ago
Cheltenham, United Kingdom Attivo Group Full time**Client Services/Customer Service Administrator - (hybrid working)** * Are you working in Financial Services currently and looking for a new challenge? Do you have excellent customer service skills and are confident speaking to clients?? Are you looking for a business that will invest in your future and support your development? If so, keep reading!* Due...
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Client Services Administrator
1 week ago
Cheltenham, United Kingdom Attivo Group Full timeClient Services AdministratorAbout Attivo:Attivo are Lifestyle Financial Planners.Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent open and honest an approach that builds trust with our...
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Client Services/customer Service Administrator
4 hours ago
Cheltenham, United Kingdom Attivo Group Full time**Client Services/Customer Service Administrator - (hybrid working)** **Are you working in Financial Services currently and looking for a new challenge? Do you have excellent customer service skills and are confident speaking to clients?? Are you looking for a business that will invest in your future and support yourdevelopment? If so, keep reading!** Due...
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Client Services Administrator
5 hours ago
Cheltenham, United Kingdom Attivo Group Full time**Client Services/Customer Service Administrator - (hybrid working)** * Are you working in Financial Services currently and looking for a new challenge? Do you have excellent customer service skills and are confident speaking to clients?? Are you looking for a business that will invest in your future and support your development? If so, keep reading!* Due...
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Client Administrator
1 week ago
Cheltenham, United Kingdom IDEX Consulting Full timeJob description I'm currently looking for IFA Administrators to join a leading financial advisory group with offices based in Cheltenham and Cardiff! Due to the company's ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic...
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Clients Payroll Administrator
3 weeks ago
Cheltenham, United Kingdom Portfolio Payroll Limited Full timeOur client is in search of a skilled Clients Payroll Administrator to become a part of their dynamic team. Key responsibilities include: - Precise processing of client payrolls across various pay cycles: weekly, monthly, and quarterly - Establishing PAYE schemes in collaboration with HMRC - Updating and maintaining permanent changes for clients and employees...