Client Services Administrator

Tate; Farnham; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Pension scheme

Life assurance

Income protection

Flexible benefits platform

Career development opportunities

25 days annual leave + bank holidays

Job summary

Tate, based in Farnham, Surrey, is seeking a Client Services Administrator to join its Advice Delivery team. This full-time, 37.5-hour role offers hybrid working (3 days in the office) with an immediate start.

You will manage client onboarding and ongoing servicing, deliver outstanding service, maintain accurate CRM records, and support advisers and colleagues in a fast-paced wealth management environment.

Qualifications

• Experience in a client-facing administrative role.
• Highly organised with strong attention to detail.
• Comfortable using CRM systems and managing multiple priorities.
• Desirable: experience in financial planning or wealth management.

Responsibilities

• Deliver outstanding service and support to clients at all times.
• Manage client onboarding and ongoing servicing processes efficiently.
• Build strong working relationships with clients, advisers, paraplanners, and colleagues.
• Communicate effectively via telephone, email, and other channels.
• Maintain accurate records and utilise CRM systems effectively.
• Support continuous process improvement initiatives.
• Contribute positively to team culture and business projects as required.

Skills

Organised & delivery-focused

Client-facing administration

CRM experience

Strong communicator

Proactive self-starter

Team player

Tools

CRM systems

Job description

Client Services Administrator - Professional Services

IMMEDIATE START

30,000 - 35,000 DOE

Based in Farnham, Surrey Hybrid Working (3 days in office)

Full-time, 37.5 hours per week

About the Opportunity

An established and growing wealth management and financial planning business is seeking a highly organised and customer-focused Support Administrator to join its Advice Delivery team.

This is an excellent opportunity for an experienced administrator who thrives in a fast-paced environment and enjoys building strong relationships with clients and colleagues. You'll play a key role in supporting advisers and ensuring a seamless client experience throughout the onboarding and servicing journey.

Key Responsibilities

• Deliver outstanding service and support to clients at all times.
• Manage client onboarding and ongoing servicing processes efficiently.
• Build strong working relationships with clients, advisers, paraplanners, and colleagues.
• Communicate effectively via telephone, email, and other channels.
• Maintain accurate records and utilise CRM systems effectively.
• Support continuous process improvement initiatives.
• Contribute positively to team culture and business projects as required.

About You

We're looking for someone who is:

• Highly organised and delivery-focused.
• Experienced in a client-facing administrative role.
• Ideally experienced within financial planning, wealth management, or financial services.
• Comfortable using CRM systems and managing multiple priorities.
• A strong communicator with excellent customer service skills.
• A proactive self-starter who takes ownership of their development.
• A collaborative team player with a positive attitude.

Desirable

• Knowledge of investment and financial planning products such as ISAs, GIAs, pensions, and bonds.
• Experience challenging and improving existing processes.

What's on Offer

• Hybrid working with flexibility around working arrangements.
• 25 days annual leave plus bank holidays.
• Pension scheme.
• Life assurance and income protection.
• Flexible benefits platform.
• Career development opportunities within a collaborative and growing business.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.