Client Services Administrator
3 days ago
Job DescriptionYou know when great client service changes everything? As a Client Services Administrator, that’s exactly the impact you’ll have. You’ll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do won’t just move tasks forward; it’ll help people plan more secure, confident futures. What’s in it for youA salary of up to £30,000, with flexibility to increase for the right person.Funding for exam study materials, exam fees, plus paid study leave (exam day + additional study day).33 days’ holiday including Bank Holidays.Company pension scheme.The chance to grow in a firm that’s scaling quickly, with genuine progression opportunities.Join a focused, values-driven environment where precision, ownership and client care sit at the heart of everything.What you’ll be getting stuck into as a Client Services AdministratorHandling client and provider queries with professionalism, clarity, and speed.Preparing accurate records, valuations and performance summaries to support the advice process.Coordinating paperwork for fund switches, transfers, withdrawals and related provider activity.Supporting investment, pension and estate-planning administration to keep cases moving smoothly.Building and dispatching review packs and suitability documents with complete accuracy.Maintaining clean back-office data and ensuring workflows stay organised and on track.What you’ll bring to the table as a Client Services AdministratorPrevious experience in financial services or IFA administration.Working knowledge of investment, pension and platform processes.Confidence using back-office systems such as Intelliflo alongside strong MS Office skills.Strong written and verbal communication skills.A structured, detail-focused approach that supports consistent client care.If this Client Services Administrator role feels like the right next step, send your application today and we’ll be in touch.Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to
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Client Services Administrator
2 days ago
Liverpool, United Kingdom Candidate Source Ltd Full timeYou know when great client service changes everything? As a Client Services Administrator, that’s exactly the impact you’ll have. You’ll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do won’t just move tasks forward;...
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Client Services Administrator
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Liverpool, United Kingdom Candidate Source Full timeYou know when great client service changes everything? As a Client Services Administrator, that’s exactly the impact you’ll have. You’ll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do won’t just move tasks forward;...
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Liverpool, United Kingdom S&B Herba Foods Ltd Full timeWe're not here to process paperwork. We're here to transform lives. Every letter, every call, and every pack you build is part of something bigger-helping clients live better futures with clarity, confidence, and control. As a Client Services Administrator, you'll be at the heart of this mission. About the Role You'll be the engine room that keeps everything...
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Liverpool, United Kingdom TheWealthPoint Full timeGet AI-powered advice on this job and more exclusive features. Direct message the job poster from TheWealthPoint TheWealthPoint – Precision. Progress. Peace of Mind. We’re not here to process paperwork... We’re here to transform lives. That means every letter, every call, every pack you build is part of something much bigger - helping our clients live...
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Liverpool City Region, United Kingdom TipTopJob Full timeYou know when great client service changes everything? As a Client Services Administrator, that's exactly the impact you'll have. You'll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do won't just move tasks forward; it'll help...
