Financial Services Administrator

Client Services Manager role: Offering a flexible working environment, including options for hybrid work, a 9-day fortnight scheme, 30 days of annual leave plus bank holidays, and professional development support.

About Our Client:

Our client is a trusted financial advisory firm committed to providing personalised wealth management solutions. They specialise in delivering tailored financial planning services, including: Wealth Management, Estate Planning, Trust Services and Investment Advisory.

They foster a collaborative work environment and value professional growth, ensuring their employees are equipped with the tools and support needed to excel.

Package Details:

The successful candidate will receive a salary of £23,000-£28,000 Per Annum

Other benefits include:

• Flexible working options (after probation).

• A 9-day fortnight scheme (work nine days out of ten, with every other Friday off).

• 30 days annual leave plus bank holidays.

• Professional development support, including exam sponsorship.

Duties and Responsibilities:

Your duties will include but not be limited to:

Administrative Support:

• Prepare and process client documentation, forms, and agreements.

• Manage accurate and up-to-date client records using CRM systems.

• Schedule and coordinate client meetings for advisors.

Client Service:

• Serve as the first point of contact for client inquiries, ensuring friendly and professional communication.

• Prepare reports, valuations, and summaries for client reviews.

Compliance & Data Management:

• Ensure all client files comply with Financial Conduct Authority (FCA) regulations.

• Conduct Anti-Money Laundering (AML) and Know Your Client (KYC) checks.

Coordination & Communication:

• Liaise with product providers and financial institutions to resolve queries.

• Support financial advisors in research and analysis of financial products.

Process Improvement:

• Contribute to improving company procedures and systems for efficiency.

Skills and Qualifications:

Essential:

• Strong administrative skills and attention to detail.

• Proficiency in CRM systems and Microsoft Office Suite. • Excellent verbal and written communication skills.

• Ability to prioritise workloads in a fast-paced environment.

Preferred:

• Knowledge of financial products, platforms, and services (e.g., pensions, ISAs, investments).

• Experience in an IFA or financial services environment.

Experience required: Experience in an IFA or financial services environment.