Client Services Administrator

Job DescriptionBrook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA/Chartered Financial Planners.This role is permanent, working full time, Monday to Friday, 9-5 at their offices. Key ResponsibilitiesManage the client journey from initial contact to new business processingSupport financial advisers and investment teams with administrative tasksLiaise with providers via telephone, email, and letterCommunicate effectively with clients by phone, email, letter, and face-to-faceHandle client queries where possible and escalate when necessaryBook appointments and perform general PA dutiesPrepare meeting rooms, greet clients, and offer refreshmentsOrganise and prioritise workload to meet deadlinesMaintain and update the CRM system (Intelligent Office) ensuring complianceHelp create a pleasant, efficient office environment that promotes client satisfactionThe Ideal CandidateMinimum 5 years experience in an independent financial planning firm (preferably from a chartered or small IFA firm)Ethical, honest, and compliant with industry standardsConfident, organised self-starter with excellent time management skillsStrong attention to detail with an eye for accuracy in all tasks is essentialExcellent written and verbal communication skills, including letter writing with strong grammar and spellingProficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent OfficeA team player who takes direction well, is open to feedback, and willing to ask questionsAmbitious and passionate about delivering outstanding client service, treating clients like familyComfortable working in a fast-paced, high-volume environmentWillingness to mentor junior colleagues as the role developsWhats on offer?Salary ranges between 25,000 - 35,000/year DOE25 days holiday, rising by one per year until 30 days + Bank holidays.Birthday offPension auto-enrolmentPrivate medical insuranceFree on-site parkingApply now or contact Luke at Brook Street Cardiff for more information.

Created: 2025-06-28