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Client Services Administrator

Job Posted: 3 hours ago

Salary: £ 30,000 - 30,000 / Annum
Job Type: Permanent
Location: Liverpool

Expire in: a month

Job Description

You know when great client service changes everything? As a Client Services Administrator, that’s exactly the impact you’ll have. You’ll sit right at the centre of the advice process, making sure every query is handled, every detail is accurate and every client feels looked after with absolute care. The work you do won’t just move tasks forward; it’ll help people plan more secure, confident futures. 

 What’s in it for you

A salary of up to £30,000, with flexibility to increase for the right person.
Funding for exam study materials, exam fees, plus paid study leave (exam day + additional study day).
33 days’ holiday including Bank Holidays.
Company pension scheme.
The chance to grow in a firm that’s scaling quickly, with genuine progression opportunities.
Join a focused, values-driven environment where precision, ownership and client care sit at the heart of everything.
What you’ll be getting stuck into as a Client Services Administrator

Handling client and provider queries with professionalism, clarity, and speed.
Preparing accurate records, valuations and performance summaries to support the advice process.
Coordinating paperwork for fund switches, transfers, withdrawals and related provider activity.
Supporting investment, pension and estate-planning administration to keep cases moving smoothly.
Building and dispatching review packs and suitability documents with complete accuracy.
Maintaining clean back-office data and ensuring workflows stay organised and on track.
What you’ll bring to the table as a Client Services Administrator

Previous experience in financial services or IFA administration.
Working knowledge of investment, pension and platform processes.
Confidence using back-office systems such as Intelliflo alongside strong MS Office skills.
Strong written and verbal communication skills.
A structured, detail-focused approach that supports consistent client care.
If this Client Services Administrator role feels like the right next step, send your application today and we’ll be in touch.

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Looking for your next career move? Join a top company hiring Client Services Administrator job near me in Liverpool! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!