Client Services Admin - Growth Path to Adviser

Quarsh; Greater London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm is seeking a Senior Client Services Administrator to manage client acquisition and provide critical administrative support. Responsibilities include ensuring documentation is accurate, supporting clients with inquiries, and maintaining high ethical standards in all tasks. Candidates with experience in Financial Advice or CRM systems are preferred. This role offers flexible career progression opportunities within the financial sector.

Qualifications

• Good technical competence using CRM systems.
• Comfortable using Microsoft Office and adopting new technology.
• Confident talking to clients.
• Well organized with high ethical standards.
• Diligent and committed to completing tasks.
• Prior experience in a Financial Advice profession is advantageous.

Responsibilities

• Coordinate and deliver key administration for client acquisition.
• Ensure documentation is complete and up to date.
• Deal with incoming documentation and calls from clients.
• Prepare meeting packs and support clients with the portal.
• Assist with clerical duties like printing and scanning.

Skills

Technical competence using CRM systems

Comfortable using Microsoft Office

Confident talking to clients

Well organized

High standards of ethics and integrity

Diligent and chases matters to completion

Prior experience in Financial Advice profession or similar

Experience using CURO or Transact platform

Education

Certificate or Diploma in Financial Planning

Tools

CRM systems

Microsoft Office

Job description

A financial services firm is seeking a Senior Client Services Administrator to manage client acquisition and provide critical administrative support. Responsibilities include ensuring documentation is accurate, supporting clients with inquiries, and maintaining high ethical standards in all tasks. Candidates with experience in Financial Advice or CRM systems are preferred. This role offers flexible career progression opportunities within the financial sector.