Client Services Administrator - Financial Planning

Rayment Recruitment; Greater London; Hybrid; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Hybrid working pattern

Ongoing training and development

Job summary

Rayment Recruitment invites applications for a Hybrid Client Services Administrator based in North London. The role supports advisers and clients from initial enquiry through ongoing reviews, ensuring high service levels.

Responsibilities include coordinating adviser and client activities, maintaining records, and liaison with clients, advisers, paraplanners and providers. Hybrid pattern; 3 days in office.

Qualifications

• Experience in financial services administration or adviser support.
• Strong organisational skills and attention to detail.
• Experience using CRM systems (preferred).

Responsibilities

• Set up new leads and maintain accurate records in the back-office system.
• Manage and update tasks for new leads.
• Attach Adviser correspondence and documentation to client records.
• Prepare and issue compliance packs for client meetings.
• Chase outstanding documentation and upload completed paperwork.
• Send and manage risk profile questionnaires and record responses.
• Set up clients on the client portal and manage related documentation.
• Issue, chase and record fee agreements.
• Ensure first review meetings are scheduled for clients with ongoing service agreements.
• Maintain AML documentation in the back-office system.
• Act as a key point of contact for clients and ensure clear communication.

Skills

Strong organisational skills

Attention to detail

CRM systems experience

Excellent communication

Client service

Multitasking

Job description

Hybrid

North London

£35,000 to £40,000 negotiable, dependent on experience and qualifications

An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Services Administrator.

This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service.

The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers.

Client Services Administrator - Key Responsibilities

• Set up new leads and prospects and maintain accurate records in our back-office system.
• Manage and update tasks for new leads.
• Attach Adviser correspondence and relevant documentation to client records.
• Prepare and issue compliance packs for client meetings.
• Chase outstanding documentation and upload completed paperwork to our back-office system.
• Send and manage risk profile questionnaires and record responses.
• Set up clients on the client portal and manage related documentation.
• Issue, chase and record fee agreements.
• Ensure first review meetings are scheduled for clients with ongoing service agreements.
• Upload and maintain AML documentation in our back-office system.
• Act as a key point of contact for clients, ensuring prompt responses and clear communication.
• Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation.
• Review upcoming Adviser diary and ensure meeting documentation is prepared and issued.
• Liaise with internal departments and external providers regarding client cases.
• Generate, issue and maintain client Fact Finds.
• Support review meeting preparation and liaise with Paraplanners where required.
• Prepare cases for suitability reports ensuring all documentation is complete.
• Pre-populate application paperwork for new business where appropriate.
• Monitor client platform cash levels to ensure sufficient funds for charges and income needs.
• Review, edit and upload meeting notes and issue approved notes to clients.
• Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings.
• Take and distribute meeting notes, confirming agreed actions to relevant team members.
• Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues.
• Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings.
• Maintain an understanding of team targets, helping to prioritise work to support their achievement.
• Maintain oversight of high-value new business cases to ensure smooth progression.
• Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process.
• Support the Adviser and/or Paraplanner in producing high-level discussion documents.
• Continue personal development through regular training aligned with your agreed development plan.
• Maintain knowledge of internal processes, compliance requirements, and systems.
• Proactively develop your understanding of financial planning processes and Adviser Support functions.
• Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required.

Client Services Administrator - About You

• Previous experience in financial services administration, adviser support, or client relationship management.
• Strong organisational skills and excellent attention to detail.
• Experience using CRM systems (preferred).
• Excellent communication and client service skills.
• Ability to manage multiple priorities and deadlines.
• A proactive and collaborative approach to supporting Advisers and clients.
• Competitive salary package.
• Hybrid working pattern (3 days office-based)
• Supportive and collaborative team environment.
• Ongoing training and professional development opportunities.
• The opportunity to play a key role in delivering outstanding client service within a growing team.