Client Services Administrator

NJR Recruitment Ltd; Scarborough; On-site; GBP 25,000 - 27,000; Full time

Job summary

NJR Recruitment Ltd is recruiting for a Client Services Administrator in Scarborough to join a well-established Independent Financial Planning firm. The role offers a friendly, supportive environment and focuses on delivering high-quality client service in a busy office setting.

Typical duties include greeting clients, handling calls, assisting advisers with new business processing, preparing files and documentation, updating client records, and ensuring FCA-compliant processes across daily

Qualifications

• Previous experience within an IFA Administration or Financial Services Administration role is preferred, but any previous office experience is essential
• Excellent organisational skills with strong attention to detail
• Professional and confident communication skills
• A friendly and approachable manner with a passion for delivering excellent customer service
• Comfortable managing a varied workload and supporting a busy team
• Good IT skills and experience using Microsoft Office
• Ability to work independently as well as part of a close-knit team

Responsibilities

• Provide a warm and professional welcome to clients and visitors
• Answer incoming telephone calls and manage enquiries
• Support Financial Advisers with new business processing and client administration
• Prepare client files, valuations and review documentation
• Process top-ups, fund switches and ISA transactions
• Maintain accurate client records and update the back-office system
• Liaise with providers and assist with general client servicing
• Scan, photocopy and manage incoming/outgoing post
• Assist with day-to-day administration and organisation of the office
• Ensure all work complies with FCA regulations and company procedures

Skills

Organisational skills

Attention to detail

Communication skills

Customer service

Teamwork

Independent working

Microsoft Office

Tools

Microsoft Office

Job description

Client Services Administrator

Scarborough

£25,000 - £26,500

Office Based

NJR Recruitment are delighted to be working with a well-established and highly regarded Independent Financial Planning firm in Scarborough who are looking to recruit a Client Services Administrator to join their friendly and supportive team.

This is a fantastic opportunity for an organised and personable professional who enjoys delivering exceptional client service and thrives in a varied administrative role. Working closely with the Directors, Financial Advisers and Practice Manager, you will play a key role in ensuring the smooth day-to-day running of the office while providing first-class support to both clients and advisers.

As an CS Administrator, you will be responsible for providing comprehensive administrative support across the business, ensuring a professional and efficient service is delivered at all times.

Your responsibilities will include:

• Providing a warm and professional welcome to clients and visitors
• Answering incoming telephone calls and managing enquiries
• Supporting the Financial Advisers with new business processing and client administration
• Preparing client files, valuations and review documentation
• Processing top-ups, fund switches and ISA transactions
• Maintaining accurate client records and updating the back-office system
• Liaising with providers and assisting with general client servicing
• Scanning, photocopying and managing incoming and outgoing post
• Assisting with the day-to-day administration and organisation of the office
• Ensuring all work is completed in line with FCA regulations and company procedures

About You

• Previous experience within an IFA Administration or Financial Services Administration role is preferred, but any previous office experience is essential
• Excellent organisational skills with strong attention to detail
• Professional and confident communication skills
• A friendly and approachable manner with a passion for delivering excellent customer service
• Comfortable managing a varied workload and supporting a busy team
• Good IT skills and experience using Microsoft Office
• Ability to work independently as well as part of a close-knit team

What's on Offer

• Competitive salary dependent on experience
• Opportunity to join a well-established and respected Financial Planning firm
• Friendly, supportive and collaborative working environment
• Varied and rewarding role with plenty of client interaction
• Long-term career stability and development opportunities
• Office-based role in the outskirts of Scarborough

This is an excellent opportunity for an experienced Administrator, or someone with Financial Services administration experience, to join a welcoming firm that genuinely values its employees and takes pride in delivering an outstanding service to its clients.