Client Service Administrator

3 weeks ago


Chipping Norton, United Kingdom Parke Lane People Full time

Our client is a well established and growing SME with offices on the outskirts of
Banbury. They have a new permanent requirement within their Admin team for a
Client Service Administrator.

Reporting into the Team Leader, you will be responsible for:

- Abiding by the FCA Conduct rules.
- Trading: create deal sheets, place trades, authorise trades & collect
- contract notes.- Meeting Packs: prepare meeting packs, confirm meeting with client, filing,
- update database and workflow and process post meeting pack.- Processing Suitability Reports: proof read, source and complete
- enclosures/forms, file, document on database and workflow.- Compliance: produce Factfinds, ensure advisers and clients have correct,

up to date documents, and ensure Money Laundering completed and all
recorded on database.
- Submitting & Processing New Business: Ensure all business is compliant

and liaise with providers and clients through to completion.
- Filing: ensure all documents are scanned and filed in a timely manner

(inboxes should be cleared daily).
- Data Inputting: ensure all plan data, client data and diary data is correct

and up to date.
- Answering Phone Calls: internal and external.
- Attend & contribute meetings.

experience within the Financial Services sector. You must be an organised team
player with good attention to detail, be a strong communicator and possess
excellent systems skills.

On offer is a salary of between 24-28k (depending on experience), excellent benefits
and hybrid working.


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