Client Services Administrator

CKB Recruitment Ltd; Gloucester; On-site; GBP 27,000 - 30,000; Full time

Benefits offered by this job

Competitive salary

Birthday day off

Immediate start

Flexible benefits

Casual dress code

Personal development opportunities

Job summary

Gloucester-based Client Services Associate role within a fast-paced independent financial advice firm. You will provide essential administrative and client-facing support to advisers, processing applications, verifying identities, and managing client data with accuracy and discretion.

This permanent, full-time position offers a competitive salary, a comprehensive benefits package, training and development opportunities, and a supportive team focused on delivering excellent service.

Qualifications

• GCSEs at grade C/4 or above, including Maths and English.
• Excellent communication and organisational skills.
• Commitment to delivering excellent customer service.
• Team player with collaborative approach.
• Interest in learning new systems and FCA regulations knowledge is a bonus

Responsibilities

• Process new business applications and associated client paperwork, ensuring accuracy and efficiency.
• Verify client identity electronically and manage key client data securely.
• Chase applications and client requests through to a timely completion.
• Assist advisers with client cash management and placing trades on provider platforms.
• Maintain up-to-date client and plan records using Intelligent Office back-office system.
• Upload and organise documentation according to established procedures.
• Respond promptly to queries from clients, providers, and advisers, delivering excellent customer service.
• Receive and direct incoming telephone calls and documentation appropriately.
• Support advisers with the provision of quotations, applications, and key features for client meetings.
• Manage all assigned tasks efficiently, adapting your day as client needs demand.
• Promote professionalism, equality, and a safe working environment at all times

Skills

GCSEs (Maths & English)

Strong communication skills

Excellent organisational skills

Customer service orientation

Team player

Tech-savvy with systems

Willing to develop expertise

Basic financial product knowledge

Education

GCSEs (Maths & English)

Tools

Intelligent Office

Job description

Client Services Associate Administration & Customer Service Gloucester £27,000 - £30,000

Looking to take the next step in your client services career? Join a progressive, supportive, and rewarding environment where your contribution truly matters.

What's in it for you?

• Competitive salary: £27,000 £30,000 per year
• Immediate start: Begin as soon as you're ready
• Enjoy your birthday off: Celebrate with a paid day s leave
• Flexible benefits: Choose from options including private medical insurance, an electric car scheme, group income protection, critical illness, and life insurance
• Casual dress code: Enjoy a relaxed work environment
• Personal development: Access to comprehensive training and development opportunities to help you build your expertise

The Role

As an Associate in the Client Services team, you will provide essential administrative and client-facing support to a team of advisers. You'll be at the heart of a fast-paced independent financial advice business, helping clients navigate complex financial decisions. You ll work alongside experts in the field and contribute to a business recognised for high standards and a commitment to excellent customer service.

What you'll be doing

• Process new business applications and associated client paperwork, ensuring accuracy and efficiency
• Verify client identity electronically and manage key client data securely
• Chase applications and client requests through to a timely completion
• Assist advisers with client cash management and placing trades on provider platforms
• Maintain up-to-date client and plan records using Intelligent Office back-office system
• Upload and organise documentation according to established procedures
• Respond promptly to queries from clients, providers, and advisers, delivering excellent customer service
• Receive and direct incoming telephone calls and documentation appropriately
• Support advisers with the provision of quotations, applications, and key features for client meetings
• Manage all assigned tasks efficiently, adapting your day as client needs demand
• Promote professionalism, equality, and a safe working environment at all times

What we're looking for

• 5 GCSEs at grade C/4 or above (or equivalent), including Maths and English
• Strong communication skills: able to adapt your approach for clients and colleagues alike
• Excellent organisational skills: able to prioritise and manage competing tasks efficiently
• Commitment to delivering excellent customer service
• Effective team player with a collaborative approach
• Confidence using technology and learning new systems previous experience with Intelligent Office is a bonus
• Keen to further develop your expertise in a professional environment
• Basic understanding of financial products and relevant FCA regulations preferred

What's on offer?

• Based in: Gloucester
• Employment type: Permanent, full-time role
• Enjoy your birthday off: Celebrate with a paid day s leave
• Flexible benefits: Choose from options including private medical insurance, an electric car scheme, group income protection, critical illness, and life insurance
• Casual dress code: Enjoy a relaxed work environment
• Personal development: Access to comprehensive training and development opportunities to help you build your expertise

This is an excellent opportunity to play a vital part in delivering high-quality financial services, build meaningful client relationships, and develop your skills in a growing, forward-thinking company.