Client Services Administrator

Client Services AdministratorLocation: Taunton, SomersetHybrid - 3 days in the office, 2 days from home after a period of trainingFull-Time, Permanent - 35 hours/weekSalary: £28,000 - £32,000Are you a confident, proactive professional with a passion for delivering exceptional client service? Do you thrive in a collaborative environment and enjoy being the organisational backbone of a busy team? If so, we’d love to hear from you!About the RoleAs a Client Services Administrator, you’ll play a vital role in supporting financial advisers and paraplanners, ensuring clients receive a seamless and high-quality experience. You’ll be the first point of contact for enquiries, manage diaries, coordinate meetings, and take ownership of administrative tasks with precision and care.This hybrid role offers the flexibility of working 3 days in the office and 2 days from home at the office based in TauntonKey ResponsibilitiesHandle client communications with professionalism and efficiencyManage adviser diaries and schedule client meetingsSupport client onboarding and annual review processesProcess new business and client queries with accuracyMaintain strong relationships across teams and with external contactsUphold ethical standards and comply with industry regulationsWhat We’re Looking ForWe’re seeking someone with at least three years of experience in a client-facing administrative role, who brings excellent interpersonal and organisational skills to the table. You’ll be confident, articulate, and commercially aware, with a keen eye for detail and a natural problem-solving mindset. The ideal candidate will be empathetic and patient when handling challenging situations, and will demonstrate a proactive, “can do” attitude with the confidence to ask questions and take initiative.Why Join Us?We offer a supportive and flexible culture where you can grow and thrive. You’ll be part of a forward-thinking team that values your development and encourages you to be your best!

Created: 2025-09-11