Client Services Administrator

Brook Street; Exeter; On-site; GBP 25,000 - 35,000; Full time

Job summary

An award-winning financial planning firm based in Exeter seeks a Client Administrator to support their busy office. The role requires a minimum of 5 years in the field, excellent communication skills, and attention to detail. You will manage client interactions and administrative tasks, ensuring a high level of service in a fast-paced environment. This permanent position offers a competitive salary and benefits.

Benefits

25 days holiday, increasing to 30

Birthday off

Private medical insurance

Free on-site parking

Qualifications

• Minimum 5 years' experience in an independent financial planning firm.
• Proficient IT skills and experience in Intelligent Office preferred.
• Strong written and verbal communication skills.
• Confident and organised self-starter.

Responsibilities

• Manage the client journey from initial contact to business processing.
• Liaise with clients and providers through various communication channels.
• Maintain and update the CRM system ensuring compliance.
• Prepare meeting rooms and manage appointments.

Skills

Communication

Time management

Attention to detail

Client service

Teamwork

Tools

Intelligent Office

Word

Excel

Outlook

Job description

Brook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA/Chartered Financial Planners.

This role is permanent, working full time, Monday to Friday, 9-5 at their offices.

Key Responsibilities

Manage the client journey from initial contact to new business processing

Support financial advisers and investment teams with administrative tasks

Liaise with providers via telephone, email, and letter

Communicate effectively with clients by phone, email, letter, and face-to-face

Handle client queries where possible and escalate when necessary

Book appointments and perform general PA duties

Prepare meeting rooms, greet clients, and offer refreshments

Organise and prioritise workload to meet deadlines

Maintain and update the CRM system (Intelligent Office) ensuring compliance

Help create a pleasant, efficient office environment that promotes client satisfaction

The Ideal Candidate

Minimum 5 years' experience in an independent financial planning firm (preferably from a chartered or small IFA firm)

Ethical, honest, and compliant with industry standards

Confident, organised self-starter with excellent time management skills

Strong attention to detail with an eye for accuracy in all tasks is essential

Excellent written and verbal communication skills, including letter writing with strong grammar and spelling

Proficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent Office

A team player who takes direction well, is open to feedback, and willing to ask questions

Ambitious and passionate about delivering outstanding client service, treating clients like family

Comfortable working in a fast-paced, high-volume environment

Willingness to mentor junior colleagues as the role develops

Whats on offer?

• Salary ranges between £25,000 - £35,000/year DOE
• 25 days holiday, rising by one per year until 30 days + Bank holidays.
• Birthday off
• Private medical insurance
• Free on-site parking

Apply now or contact Luke at Brook Street Cardiff for more information.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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