Client Services Administrator

Search Consultancy; Liverpool; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial services firm in Liverpool seeks a Client Services Administrator to enhance client experiences. You will manage inquiries, coordinate advice processes, and maintain records, ensuring efficient operations. Ideal candidates will possess at least one year of experience in IFA administration or financial services, strong communication skills, and proficiency with back-office systems like Intelliflo. This full-time position offers a competitive salary of up to £30,000 and additional benefits including a generous holiday allowance.

Benefits

33 days holiday including Bank Holidays

Pension scheme with employer contributions

Support toward exams and professional development

Values-led culture

Qualifications

• Minimum 1 year of experience in IFA administration or financial services.
• Confidence in using back-office systems.
• Excellent written and verbal communication skills.

Responsibilities

• Act as the first point of contact for clients and providers.
• Handle client queries with professionalism and empathy.
• Prepare and maintain accurate client records and valuations.
• Coordinate paperwork for fund switches and provider transactions.

Skills

IFA administration experience

Investment knowledge

Pension process understanding

MS Office proficiency

Excellent communication

Detail-oriented

Tools

Intelliflo

FE

Dynamic Planner

Job description

Client Services Administrator - Financial Services

• Location: Liverpool City Centre
  Salary: Up to £30,000 (DOE)
• Hours: Monday to Friday - 37.5 hours per week
• Contract: Full time, permanent

We're not here to process paperwork. We're here to transform lives.
Every letter, every call, and every pack you build is part of something bigger - helping clients live better futures with clarity, confidence, and control. As a Client Services Administrator, you'll be at the heart of this mission.

About the Role

You'll be the engine room that keeps everything running smoothly. From handling client queries to coordinating critical steps in the advice process, your work ensures clients receive exceptional service. This isn't a back‑office role, you'll be visible, valuable, and vital.

Key Responsibilities:

• Act as the first point of contact for clients and providers.
• Handle client queries with professionalism and empathy.
• Prepare and maintain accurate client records, valuations, and performance summaries.
• Coordinate paperwork for fund switches, withdrawals, transfers, and provider transactions.
• Support implementation of investment, pension, and estate planning cases.
• Build and dispatch review packs and suitability letters with precision.
• Manage back‑office systems and ensure clean, accurate data.
• Liaise with advisers, paraplanners, clients, and providers to keep cases moving.

What We're Looking For

• Minimum 1 year of experience in IFA administration or financial services.
• Knowledge of investment, pension, and platform processes.
• Confidence using back‑office systems (e.g., Intelliflo, FE, Dynamic Planner) and MS Office.
• Excellent written and verbal communication skills.
• A detail‑oriented mindset with a passion for client care.

What's On Offer

• Salary up to £30,000 (DOE).
• 33 days holiday (including Bank Holidays).
• Pension scheme with employer contributions.
• Full support toward exams and professional development.
• A values‑led culture that puts people and clients first.
• A growing firm full of opportunity - where your work truly matters.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.