Client Services Specialist - Financial Planning

Placr Recruitment; Haywards Heath; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm is seeking a Client Services Administrator to support advisers, paraplanners, and clients. The ideal candidate will have proven experience in financial services administration, strong communication skills, and a keen attention to detail. You will play a crucial role in ensuring smooth administrative processes and high-quality service delivery to clients. This role is located in Haywards Heath and requires someone who can manage multiple tasks effectively.

Qualifications

• Proven experience in financial services administration.
• Excellent attention to detail and organisational ability.
• Strong written and verbal communication skills.

Responsibilities

• Provide administrative support to advisers and paraplanners.
• Maintain and update data within back-office systems.
• Prepare meeting packs, letters, valuations, and review reports.
• Liaise with clients and providers professionally.
• Manage adviser diary system and ensure meetings are prepared.
• Assist with compliance checks and ensure files meet FCA requirements.

Skills

Financial services administration

Attention to detail

Written communication

Verbal communication

Microsoft Office

Organisational ability

Job description

A financial services firm is seeking a Client Services Administrator to support advisers, paraplanners, and clients. The ideal candidate will have proven experience in financial services administration, strong communication skills, and a keen attention to detail. You will play a crucial role in ensuring smooth administrative processes and high-quality service delivery to clients. This role is located in Haywards Heath and requires someone who can manage multiple tasks effectively.