Client Services Administrator – Platform Operations (Financial Services)

JR United Kingdom; Taunton; Hybrid; GBP 26,000 - 30,000; Full time

Job summary

A well-established financial services organization is seeking a Client Services Administrator in Taunton. This dynamic role involves supporting platform operations, handling client queries, and processing transactions. The company offers a hybrid working model, generous leave, and a supportive development-focused culture.

Benefits

Discretionary bonus

Hybrid working model: 2 days in office, 3 days from home

25 days holiday plus bank holidays

Private Medical Insurance

Group Life Assurance

Group Income Protection

Qualifications

• Previous experience in an administrative role within Financial Services.
• Strong working knowledge of Microsoft Office (especially Outlook, Word & Excel).
• Ability to manage workloads in a fast-paced environment.

Responsibilities

• Managing platform queries via email and helpline.
• Processing transactions, account exits, and Letters of Authority.
• Issuing statements and client documentation in line with SLAs.

Skills

Attention to detail

Organisation

Communication

Tools

Microsoft Office

Job description

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Client Services Administrator – Platform Operations (Financial Services), taunton

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Client:

mbf

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

26.06.2025

Expiry Date:

10.08.2025

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Job Description:

We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortgages to clients across the UK.

This award-winning firm is renowned for its outstanding reputation and commitment to excellence. With a supportive and forward-thinking culture, they have a strong track record of investing in their people, offering clear pathways for development and career progression. Having experienced substantial growth over the past five years, the business is entering an exciting new phase of expansion, making this a fantastic time to come on board.

The Role:

This is a brilliant opportunity to join a busy and collaborative Platform Support team. You will be responsible for delivering high-quality administrative and client servicing support relating to investment platforms. From processing new applications to handling platform queries, exits and client transactions, you’ll play a key part in ensuring efficient and compliant platform operations.

Key responsibilities include:

• Supporting colleagues and clients by managing platform queries via email and helpline
• Processing transactions, account exits, Letters of Authority, and death notifications
• Monitoring cash accounts and ensuring adequate balances for investment activity
• Liaising with platform providers and internal teams to resolve queries and progress transactions
• Issuing statements and client documentation in line with SLAs
• Keeping accurate and up-to-date client records in back-office systems
• Contributing to ongoing process improvements and supporting project work

What we’re looking for:

• Previous experience in an administrative role within Financial Services
• Strong working knowledge of Microsoft Office (especially Outlook, Word & Excel)
• Ability to manage workloads in a fast-paced environment and meet deadlines
• Excellent attention to detail, organisation, and communication skills
• Experience with investment platforms and client servicing is desirable

The package:

• Basic salary up to £26,000
• Discretionary bonus
• Hybrid working model: 2 days in the office, 3 days from home (more during training)
• 25 days holiday plus bank holidays, with the ability to buy/sell leave
• Private Medical Insurance
• Group Life Assurance (x4 salary)
• Group Income Protection

This is a fantastic opportunity to join a highly professional, people-focused business where you'll be supported to grow and develop your career.