Client Relationship & Admin Specialist (Financial Services)

Elementary Financial Planning Ltd; Worthing; Hybrid; GBP 22,000 - 32,000; Full time

Job summary

Elementary Financial Planning Ltd in Worthing invites applications for a Client Relationship Associate to support day-to-day administration and client service for financial advisers and their clients, ensuring accuracy and regulatory compliance.

You will be a collaborative team player with attention to detail, capable of following processes in IO, managing workloads, and helping build trusted relationships across a diverse client base.

Qualifications

• Previous experience in a similar role within an IFA or financial services firm.
• Experience in client administration and support.
• Strong customer service ethos with ability to build trust.
• Attention to detail and accuracy in client data and records.
• Ability to follow defined processes to evidence compliance with standards.
• Team player with collaborative communication across teams.
• Experience with Intelligent Office (IO) preferred.

Responsibilities

• Support day-to-day administration and customer service for advisers and clients.
• Maintain client data and documentation in IO.
• Ensure regulatory requirements and PFS standards are followed.
• Escalate issues per complaints processes and contribute to improvements.
• Collaborate with teams to manage workload and priorities.

Skills

Previous experience in a similar role

Client administration and support

Team player

Customer service ethos

Process driven

Attention to detail

Problem solving

Collaborative communicator

Prioritise and manage workload

Tools

Intelligent Office (IO)

Job description

Elementary Financial Planning Ltd in Worthing invites applications for a Client Relationship Associate to support day-to-day administration and client service for financial advisers and their clients, ensuring accuracy and regulatory compliance.

You will be a collaborative team player with attention to detail, capable of following processes in IO, managing workloads, and helping build trusted relationships across a diverse client base.