Client Services Specialist — Financial Admin & Onboarding

Allscreens Nationwide Ltd; Cheadle; On-site; GBP 30,000 - 36,000; Full time

Benefits offered by this job

On-site parking

Job summary

A permanent Administrative Assistant role at Allscreens Nationwide Ltd in Cheadle is office-based within a professional financial services setting. You will support advisers, maintain client records, assist with onboarding and processing new business, and act as a key contact for clients and providers.

The role suits someone with professional services experience, preferably in IFA or wealth management, and a proactive, detail‑oriented approach with strong communication skills.

Qualifications

• Experience in a professional services environment.
• Experience in an IFA, wealth management or financial planning firm would be highly advantageous.
• Knowledge of Intelliflo Office would be beneficial but is not essential.
• Excellent organisational skills with the ability to manage multiple tasks and priorities effectively.
• Strong communication skills and confidence when dealing with clients, providers and colleagues.
• Comfortable using business systems, databases and Microsoft Office applications.
• High level of accuracy and attention to detail when handling client information and records.
• A proactive and professional approach, with the ability to work independently and as part of a team.
• Positive attitude, strong work ethic and willingness to support different areas of the business.

Responsibilities

• Support advisers and colleagues with the smooth running of client administration processes.
• Maintain accurate client records and ensure information is updated across internal systems.
• Assist with onboarding new clients and processing new business applications.
• Build positive relationships with clients, providers and third parties, acting as a key point of contact.
• Help coordinate the collection and management of client and provider documentation.
• Support regulatory and compliance activities to ensure records remain accurate and up to date.
• Produce professional correspondence and documentation for clients and providers.
• Contribute to a collaborative office environment by supporting wider administrative and operational activities.
• Use business systems and databases to manage information efficiently and accurately.

Skills

Administration

Client records management

Office software

Communication skills

Attention to detail

Team player

Tools

Intelliflo Office

Job description

A permanent Administrative Assistant role at Allscreens Nationwide Ltd in Cheadle is office-based within a professional financial services setting. You will support advisers, maintain client records, assist with onboarding and processing new business, and act as a key contact for clients and providers.

The role suits someone with professional services experience, preferably in IFA or wealth management, and a proactive, detail‑oriented approach with strong communication skills.