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Client Services Administrator

2 months ago

Greater Colchester Area, United Kingdom enable recruitment | B Corp™ Full time

We are excited to have partnered with a well-established financial planning firm near Colchester, known for their client-centric approach and strong team culture. With a hugely supportive and collaborative work environment, where each team member is valued and encouraged to grow, another fantastic opportunity has arisen to join the team as a Financial Planning Administrator.


The culture is built on mutual respect, continuous learning, and a shared commitment to excellence. So, if you are passionate about financial planning and are looking for a role in a dynamic, friendly, and professional setting, we would love to hear from you


What you'll be doing:

  • Provide administrative support to the financial planners.
  • Prepare and manage client documentation, ensuring accuracy and compliance.
  • Maintain client records and update internal systems.
  • Coordinate and schedule client meetings.
  • Assist with the preparation of reports and presentations.
  • Handle client inquiries and provide excellent customer service.


What you need to apply:

  • Previous experience in a financial planning administrator role is essential.
  • Strong understanding of the advice process.
  • Strong organisational and multitasking skills.
  • Excellent communication and interpersonal abilities.
  • Proficiency in financial planning software (preferred).
  • Attention to detail and a high level of accuracy.


What's in it for you?

  • Competitive salary up to £32,000 and benefits package including life cover and healthcare.
  • Opportunities for professional development and career advancement.
  • A positive and inclusive workplace culture.
  • Supportive team environment with regular team-building activities.
  • Modern office facilities with easy access to Colchester.
  • Hybrid working.
  • And much more


What next?

If you are passionate about financial planning and want to work in a dynamic and culture-focused firm, we would love to hear from you


Hit apply or contact Eloise directly eloise@enable-recruitment.co