Senior Client Services Administrator

AWD online; Cambridgeshire and Peterborough; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

5% pension contribution

Occupational sick pay

Medical cashback plan

Death in service cover

26 days leave

Job summary

AWD online is seeking a Senior Client Services Administrator with Financial Services Industry Experience to support financial planners and clients in a hybrid Bedford-based role.

You will manage client records, respond to queries, organise meetings, and help junior staff while contributing to process improvements and delivering accurate service. The ideal candidate has prior experience in financial services, proficiency in Intelliflo and MS Office, and excellent communication skills.

Qualifications

• Previous experience in a similar financial services role is essential.
• Educated to at least A Levels with Maths and English GCSE grade B/5 or higher.
• Proficient in Microsoft Office Suite.
• Experience using Intelliflo preferred.
• Ability to follow defined processes and work independently or in a team.
• Strong organisational and time-management skills.
• Excellent verbal and written communication.

Responsibilities

• Collaborate with financial planners and colleagues to provide administration support.
• Build and maintain client relationships and understand client needs.
• Handle client queries and escalate complex matters when needed.
• Organise client meetings for financial planners.
• Write templated letters to clients following advice or requests.
• Create and maintain accurate client records on Intelliflo.
• Liaise with product providers and other parties as required.
• Support junior team members and contribute to team meetings.

Skills

Client Relationships

Client Queries

Meeting Organisation

Client Correspondence

Record Management

Provider Liaison

Team Collaboration

Process Improvement

Idea Generation

Education

A Levels

Tools

Intelliflo

MS Office

Job description

Senior Client Services Administrator with Financial Services Industry Experience

An excellent opportunity for an experienced client services, financial services, wealth management, IFA administration or financial planning support professional to join a growing Client Services team, providing accurate client administration, adviser support, client records management, correspondence and high-quality support to financial planners and clients.

If you’ve also worked in the following roles, we’d also like to hear from you: Client Services Administrator, Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Client Support Administrator, Adviser Support Administrator, Client Services Executive, Financial Planning Assistant, Investment Administrator

SALARY: £30,000 - £35,000 per annum + Benefits

LOCATION: Hybrid / Bedford, Bedfordshire

JOB TYPE: Full-Time, Permanent

JOB OVERVIEW

This is an excellent opportunity for a candidate with Financial Services Industry Experience, to develop your client service and administration career within a professional financial services environment.

Working as the Senior Client Services Administrator, you will collaborate with financial planners and colleagues to provide administration support for new and existing client business.

The Senior Client Services Administrator will help ensure clients receive a positive experience, with accurate records, clear communication and timely support throughout the client journey.

As the Senior Client Services Administrator, you will also support the Client Services Manager with additional duties, including helping junior colleagues, contributing to process improvements and supporting high standards across the team.

DUTIES

Your duties as the Senior Client Services Administrator include:

• Client Relationships: Build and maintain strong client relationships, understanding client needs and providing appropriate administration support
• Client Queries: Handle client queries, resolve issues and escalare complex matters where appropriate
• Meeting Organisation: Organise client meetings for financial planners
• Client Correspondence: Write templated letters to clients following advice, written instructions from client meetings or ad-hoc requests
• Record Management: Create and maintain accurate client records on Intelliflo in line with company procedures and policies
• Provider Liaison: Liaise with product providers and other third parties where appropriate
• Team Collaboration: Collaborate with internal teams to support client satisfaction and take part in team meetings
• Junior Team Support: Train, support, mentor or oversee junior team members where required
• Process Improvement: Contribute to project work, trial new software, processes or ways of working, and help improve internal processes and client service standards
• Idea Generation: Proactively identify client needs and growth opportunities

CANDIDATE REQUIREMENTS

• Previous experience in a similar role within financial services is essential
• Ideally educated to at least A Level or equivalent standard, including Maths and English GCSE grade B or Grade 5 or above
• Proficiency in Microsoft Office Suite
• Experience using Intelliflo preferred
• Able to work within a defined business process
• Able to achieve agreed outcomes without supervision
• Able to work independently or as part of a team
• Detailed, accurate and well organised
• Strong organisational, prioritisation and time management skills
• Excellent verbal and written communication skills

BENEFITS

• 5% pension contribution
• Occupational sick pay
• Medical cashback plan
• Death in service cover
• 26 days leave – in addition to bank holidays and more voluntary benefits

JOB REF: AWDO-P15110