Client Services Administrator

Confidential; Scarborough; On-site; GBP 25,000 - 27,000; Full time

Job summary

Confidential in Scarborough is seeking a Client Services Administrator to join the friendly team and deliver first-class client service. This on-site, office-based role supports Directors, Advisers and the Practice Manager in smooth day-to-day operations.

You will provide comprehensive administrative support across the business, welcome clients, handle enquiries, prepare files and documentation, and ensure FCA compliance. A stable, collaborative environment with development opportunities awaits.

Qualifications

• Experience in IFA administration or financial services administration preferred, but office experience is essential.
• Excellent organisational skills with strong attention to detail.
• Professional and confident communication skills.
• Friendly and approachable with a passion for client service.

Responsibilities

• Provide a warm welcome to clients and visitors
• Answer incoming calls and manage enquiries
• Support 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 back-office system
• Liaise with providers and assist with general client servicing
• Handle scanning, photocopying and post
• Assist with day-to-day administration and office organisation
• Ensure work complies with FCA regulations and company procedures

Skills

Customer service

Organisational skills

Communication

Microsoft Office

Team player

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.