Client Services Administrator

JR United Kingdom; Bracknell; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading wealth management company is seeking a financial services administrator to support financial planners. This hybrid role offers the opportunity to kick start a financial services career with comprehensive support for professional qualifications. Applicants should have IT skills, client service experience, and the ability to work independently. A supportive environment where your career can flourish awaits!

Benefits

Full financial support for qualifications

Laptop and phone provided

Hybrid working model (3 days in office, 2 days from home)

Qualifications

• Experience in administration within financial services is preferred.
• Understanding of GIA, ISA, SIPP's is beneficial.
• Ability to work independently and within a team.

Responsibilities

• Develop and maintain effective relationships with clients and colleagues.
• Act as the main contact for client servicing and new business queries.
• Prepare client meeting materials and support business strategies.

Skills

Client service ethic

IT proficiency in Microsoft Office

Organisation and prioritisation skills

Professional telephone manner

Excellent written communication

Initiative in problem solving

Job description

Social network you want to login/join with:

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Client:

IDEX Consulting Ltd

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

24.06.2025

Expiry Date:

08.08.2025

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Job Description:

Hybrid working opportunity

Up to £30,000 - 34 hour contract.

We are working with a large wealth management company looking to take on a financial services administrator to support one or more financial planners!

This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning ! Or someone who wants to remain as a career administrator!

Responsibilities:

• Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
• Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.
• Preparation for client meetings and attend as and when required.
• Provide the business support necessary in meeting strategy and business objectives, as required.
• Process all business in accordance with required processes & proactive pipeline management.
• Prepare and print illustrations, key features and applications as required.
• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures.
• Request policy information from third party policy providers.
• Coordinate and produce client valuations as part of the advice delivery process.
• Maintain client records in accordance with internal Compliance requirements.
• Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.
• Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.
• Cover Front of House responsibilities as and when required.

Skills and Qualifications:

• Have either worked within an administration role in financial services
• Have an understanding of GIA, ISA, SIPP's
• A proven strong ethic of client service
• Proficient IT skills in core Microsoft Office systems.
• Organisation and prioritisation skills being able to work independently and within a team.
• Professional telephone manner along with excellent written communication skills; to have an eye for detail.
• Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems.

This is a fantastic opportunity for someone wanting to join a firm that will support, and progress your career. Full financial support to achieve qualifications to take you to that next stepping stone!

This is a hybrid working role which will see you in the office x3 days a week and x2 from home. Laptop and phone will be provided.

There are individuals within the Financial Planning and paraplanning team that started their financial services career within this exact role!

For more information on this firm and position please click apply!