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Client Services Administrator

3 months ago

London, United Kingdom Quarsh Full time

Client Services Administrator

Are you ready to be at the heart of a dynamic company, interacting with everyone and making a real impact? We are looking for a Client Services Administrator to join our client to coordinate key administrative tasks across the full lifecycle of client acquisition and management.

About the Role

As a Client Services Administrator, you will play a crucial role in ensuring clients have a seamless experience from the moment they join. Your responsibilities will include:

  • Client Acquisition: Efficiently gather and manage financial information from third parties, ensure all documentation is complete and up to date, and support clients through the onboarding process.
  • Client Liaison: Prepare meeting packs, manage DocuSign documents, process applications, and handle client queries with confidence and professionalism.
  • Clerical Duties: Provide essential support to colleagues, assist with reception duties, and maintain a tidy and presentable office environment.

What They're Looking For

Our client value technical competence, organisational skills, and a positive attitude. The ideal candidate will have:

  • Proficiency in CRM systems and Microsoft Office.
  • Confidence in communicating with clients.
  • A keen eye for detail and high ethical standards.
  • The ability to diligently follow through on tasks to completion.

Experience in the financial advice profession is essential and familiarity with CURO or Transact platforms are a real bonus. Our client supports career progression, so whether you aspire to become a Paraplanner, Financial Adviser, or pursue other paths they would support you.

Benefits

A comprehensive benefits package, including:

  • 4x Death in Service
  • Group Income Protection
  • Auto-enrolment pension
  • Private Medical Insurance (including Optical and Dental cover)
  • 25 days annual leave + Bank holidays and Christmas close period
  • Season ticket loan scheme
  • Ride to work scheme
  • CII Membership sponsorship and exam support
  • Payroll giving option

The business operates a flexible 3:2 hybrid working policy, allowing you to work 2 days per week from home.

If you're ready to take the next step in your career and join a company that values growth, integrity, and teamwork, wed love to hear from you.