Client Services & Compliance Administrator

Forrest Recruitment Ltd.; Nantwich; On-site; GBP 22,000 - 26,000; Full time

Job summary

Forrest Recruitment Ltd. is seeking a Client Services Administrator in Nantwich to join a professional financial services team.

The role focuses on managing client accounts, handling inquiries, and providing high-quality administrative support while ensuring regulatory and compliance standards are met. You will maintain accurate client records, assist advisers with reports, arrange meetings, and support compliant file preparation.

Qualifications

• Previous experience in administration or client services in financial services.
• Excellent written and verbal communication.
• Strong organisational and time-management skills.
• Ability to work independently and as part of a team.

Responsibilities

• Managing telephone and email enquiries from clients in a professional and timely manner
• Providing day-to-day administrative and client account management support to the wider team
• Maintaining accurate client records, files, registers and databases
• Assisting advisers with the preparation of client reports and correspondence
• Arranging meetings and appointments and maintaining the company diary
• Supporting the preparation and maintenance of compliant client files
• Ensuring documentation is accurately completed, scanned and filed in accordance with internal procedures
• Assisting with compliance processes and documentation
• Receiving applications and supporting information and assisting with the completion of application forms
• Monitoring applications through to completion and following up outstanding requirements
• Keeping clients regularly updated regarding the progress of their applications
• Identifying and escalating missing documentation, compliance issues or other concerns where appropriate
• Maintaining strict client confidentiality and ensuring sensitive information is handled securely

Skills

Client services

Administration

Communication

Organisation

Attention to detail

Job description

Forrest Recruitment Ltd. is seeking a Client Services Administrator in Nantwich to join a professional financial services team.

The role focuses on managing client accounts, handling inquiries, and providing high-quality administrative support while ensuring regulatory and compliance standards are met. You will maintain accurate client records, assist advisers with reports, arrange meetings, and support compliant file preparation.