Office-Based Client Services Administrator

NJR Recruitment Ltd; Scarborough; On-site; GBP 25,000 - 27,000; Full time

Job summary

NJR Recruitment Ltd is recruiting for a Client Services Administrator in Scarborough to join a well-established Independent Financial Planning firm. The role offers a friendly, supportive environment and focuses on delivering high-quality client service in a busy office setting.

Typical duties include greeting clients, handling calls, assisting advisers with new business processing, preparing files and documentation, updating client records, and ensuring FCA-compliant processes across daily

Qualifications

• Previous experience within an IFA Administration or Financial Services Administration role is preferred, but any previous office experience is essential
• Excellent organisational skills with strong attention to detail
• Professional and confident communication skills
• A friendly and approachable manner with a passion for delivering excellent customer service
• Comfortable managing a varied workload and supporting a busy team
• Good IT skills and experience using Microsoft Office
• Ability to work independently as well as part of a close-knit team

Responsibilities

• Provide a warm and professional welcome to clients and visitors
• Answer incoming telephone calls and manage enquiries
• Support Financial Advisers with new business processing and client administration
• Prepare client files, valuations and review documentation
• Process top-ups, fund switches and ISA transactions
• Maintain accurate client records and update the back-office system
• Liaise with providers and assist with general client servicing
• Scan, photocopy and manage incoming/outgoing post
• Assist with day-to-day administration and organisation of the office
• Ensure all work complies with FCA regulations and company procedures

Skills

Organisational skills

Attention to detail

Communication skills

Customer service

Teamwork

Independent working

Microsoft Office

Tools

Microsoft Office

Job description

NJR Recruitment Ltd is recruiting for a Client Services Administrator in Scarborough to join a well-established Independent Financial Planning firm. The role offers a friendly, supportive environment and focuses on delivering high-quality client service in a busy office setting.

Typical duties include greeting clients, handling calls, assisting advisers with new business processing, preparing files and documentation, updating client records, and ensuring FCA-compliant processes across daily