Client Services Administrator - Financial Services

Brook Street; Exeter; On-site; GBP 29,000 - 35,000; Full time

Job summary

A specialist Financial Planning firm in Exeter is seeking an experienced Client Administrator to manage the client journey and support financial advisers. The ideal candidate will have at least 5 years' experience in a financial planning firm and possess strong communication and IT skills. This full-time role offers a salary between £29,000 and £35,000 with added benefits including 25 days holiday and private medical insurance.

Benefits

25 days holiday

Birthday off

Private medical insurance

Free on-site parking

Qualifications

• Minimum 5 years' experience in an independent financial planning firm.
• Confident, organised self-starter with excellent time management skills.
• Excellent written and verbal communication skills.

Responsibilities

• Manage the client journey from initial contact to new business processing.
• Support financial advisers and investment teams with administrative tasks.
• Maintain and update the CRM system ensuring compliance.

Skills

Client communication

Time management

Attention to detail

Team player

IT skills

Tools

Intelligent Office

Outlook

Word

Excel

Job description

Brook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA/Chartered Financial Planners. This role is permanent, working full time, Monday to Friday, 9-5 at their offices.

Key Responsibilities

• Manage the client journey from initial contact to new business processing
• Support financial advisers and investment teams with administrative tasks
• Liaise with providers via telephone, email, and letter
• Communicate effectively with clients by phone, email, letter, and face-to-face
• Handle client queries where possible and escalate when necessary
• Book appointments and perform general PA duties
• Prepare meeting rooms, greet clients, and offer refreshments
• Organise and prioritise workload to meet deadlines
• Maintain and update the CRM system (Intelligent Office) ensuring compliance
• Help create a pleasant, efficient office environment that promotes client satisfaction

The Ideal Candidate

• Minimum 5 years' experience in an independent financial planning firm (preferably from a chartered or small IFA firm)
• Ethical, honest, and compliant with industry standards
• Confident, organised self-starter with excellent time management skills
• Strong attention to detail with an eye for accuracy in all tasks is essential
• Excellent written and verbal communication skills, including letter writing with strong grammar and spelling
• Proficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent Office
• A team player who takes direction well, is open to feedback, and willing to ask questions
• Ambitious and passionate about delivering outstanding client service, treating clients like family
• Comfortable working in a fast-paced, high-volume environment
• Willingness to mentor junior colleagues as the role develops

Whats on offer?

• Salary ranges between £29,000 - £35,000/year DOE
• 25 days holiday, rising by one per year until 30 days + Bank holidays.
• Birthday off
• Private medical insurance
• Free on-site parking

Apply now or contact Luke at Brook Street Cardiff for more information.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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