Office-Based Client Services Administrator - Finance

Confidential; Scarborough; On-site; GBP 25,000 - 27,000; Full time

Job summary

Confidential in Scarborough is seeking a Client Services Administrator to join the friendly team and deliver first-class client service. This on-site, office-based role supports Directors, Advisers and the Practice Manager in smooth day-to-day operations.

You will provide comprehensive administrative support across the business, welcome clients, handle enquiries, prepare files and documentation, and ensure FCA compliance. A stable, collaborative environment with development opportunities awaits.

Qualifications

• Experience in IFA administration or financial services administration preferred, but office experience is essential.
• Excellent organisational skills with strong attention to detail.
• Professional and confident communication skills.
• Friendly and approachable with a passion for client service.

Responsibilities

• Provide a warm welcome to clients and visitors
• Answer incoming calls and manage enquiries
• Support 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 back-office system
• Liaise with providers and assist with general client servicing
• Handle scanning, photocopying and post
• Assist with day-to-day administration and office organisation
• Ensure work complies with FCA regulations and company procedures

Skills

Customer service

Organisational skills

Communication

Microsoft Office

Team player

Tools

Microsoft Office

Job description

Confidential in Scarborough is seeking a Client Services Administrator to join the friendly team and deliver first-class client service. This on-site, office-based role supports Directors, Advisers and the Practice Manager in smooth day-to-day operations.

You will provide comprehensive administrative support across the business, welcome clients, handle enquiries, prepare files and documentation, and ensure FCA compliance. A stable, collaborative environment with development opportunities awaits.