Hybrid Client Services Administrator – Financial Planning

Jenson Fisher Consulting Ltd; Greater London; Hybrid; GBP 38,000 - 42,000; Full time

Job summary

A leading financial planning firm is looking for a Client Service Administrator to support their Client Services Team in London. This hybrid role requires excellent communication and organizational skills as you manage client interactions and documentation processes. Candidates must demonstrate good technical knowledge using CRM systems and a willingness to pursue further training. The position comes with competitive compensation and various employee benefits, including private medical insurance and a hybrid working policy.

Benefits

Discretionary Bonus

Private Medical Insurance

25 days annual leave

Hybrid Working Policy

Qualifications

• Good technical competence using CRM systems.
• Confidence in client interactions and communication.
• Ability to adapt to new technology effectively.

Responsibilities

• Provide administrative support to Assistant Financial Planners.
• Coordinate client acquisition and management processes.
• Ensure accurate documentation and compliance with policies.

Skills

CRM systems

Microsoft Office

Client communication

Attention to detail

Organizational skills

Tools

CURO

Transact

Job description

A leading financial planning firm is looking for a Client Service Administrator to support their Client Services Team in London. This hybrid role requires excellent communication and organizational skills as you manage client interactions and documentation processes. Candidates must demonstrate good technical knowledge using CRM systems and a willingness to pursue further training. The position comes with competitive compensation and various employee benefits, including private medical insurance and a hybrid working policy.