Client Services Administrator

Heat Recruitment; Exeter; Hybrid; GBP 26,000 - 34,000; Full time

Job summary

A prestigious boutique financial planning firm seeks a Client Services Administrator to enhance their exceptional client journey. In this full-time role based in beautiful countryside surroundings, you will support advisory teams and manage client relations, while enjoying benefits like flexible work from home options, generous holidays, and a welcoming team culture.

Benefits

25 days holiday + bank holidays

Extra day's holiday for each year of service

Private medical insurance

Pension matched up to 5%

Friendly team environment

Qualifications

• Experience in an SME or boutique firm preferred.
• Professional and personable individual, ideally with life experience.
• Comfortable commuting to a rural location.

Responsibilities

• Contact providers and handle all related correspondence.
• Process new business from start to finish.
• Prepare meeting packs and client documentation.

Skills

Client-focused

Communication

Teamwork

Organization

Education

Experience in IFA or financial planning administration

Job description

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Client Service Administrator – Boutique IFA

Are you an experienced IFA Administrator who thrives in a client-focused, boutique environment? Do you take pride in supporting advisers to deliver an exceptional client journey—and want to be part of a collaborative, close-knit team?

Client Service Administrator – Boutique IFA

Are you an experienced IFA Administrator who thrives in a client-focused, boutique environment? Do you take pride in supporting advisers to deliver an exceptional client journey—and want to be part of a collaborative, close-knit team?

We’re delighted to be working exclusively with a highly regarded, values-led financial planning firm, seeking a Client Service Administrator to join their growing team. Based in a beautiful countryside setting, this is a full-time role with the possibility of 1 day per week working from home for the right candidate.

The Role

Responsibilities

As Client Service Administrator, you’ll play a central role in the firm’s day-to-day operations. You’ll be responsible for:

• Contacting providers and handling all related correspondence
• Processing new business from start to finish
• Preparing meeting packs and client documentation
• Supporting the advisory and paraplanning teams with high-quality client servicing
  
  

You’ll work closely with a team of friendly professionals who care deeply about the work they do and the clients they serve.

What They’re Looking For

• Experience in IFA or financial planning administration
• Experience in an SME or boutique firm—you’re not after the corporate grind
• A professional and personable individual, ideally with life experience (ex-military or ex-NHS backgrounds welcomed)
• Comfortable commuting by car or public transport to a rural location
  
  

Package & Benefits

• 25 days holiday + bank holidays + your birthday off
• An extra day’s holiday for each year of service
• Private medical insurance (after probation)
• Pension matched up to 5% (NEST)
• A warm, down-to-earth team who genuinely value one another

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Staffing and Recruiting

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