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Client Services Administrator

Job Posted: 5 days ago

Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Farnham, Surrey

Expire in: 23 days

Job Description

Client Services Administrator - Professional Services ** 

IMMEDIATE START

£30,000 - £35,000 DOE

Based in Farnham, Surrey | Hybrid Working (3 days in office) 

Full-time, 37.5 hours per week

About the Opportunity

An established and growing wealth management and financial planning business is seeking a highly organised and customer-focused Support Administrator to join its Advice Delivery team.

This is an excellent opportunity for an experienced administrator who thrives in a fast-paced environment and enjoys building strong relationships with clients and colleagues. You'll play a key role in supporting advisers and ensuring a seamless client experience throughout the onboarding and servicing journey.

Key Responsibilities

Deliver outstanding service and support to clients at all times.
Manage client onboarding and ongoing servicing processes efficiently.
Build strong working relationships with clients, advisers, paraplanners, and colleagues.
Communicate effectively via telephone, email, and other channels.
Maintain accurate records and utilise CRM systems effectively.
Support continuous process improvement initiatives.
Contribute positively to team culture and business projects as required.About You

We're looking for someone who is:

Highly organised and delivery-focused.
Experienced in a client-facing administrative role.
Ideally experienced within financial planning, wealth management, or financial services.
Comfortable using CRM systems and managing multiple priorities.
A strong communicator with excellent customer service skills.
A proactive self-starter who takes ownership of their development.
A collaborative team player with a positive attitude. Desirable

Knowledge of investment and financial planning products such as ISAs, GIAs, pensions, and bonds.
Experience challenging and improving existing processes. What's on Offer

Hybrid working with flexibility around working arrangements.
25 days annual leave plus bank holidays.
Pension scheme.
Life assurance and income protection.
Flexible benefits platform.
Career development opportunities within a collaborative and growing business.Apply Now

If you're an experienced administrator with a passion for delivering exceptional client service and are looking to join a supportive, professional environment where you can develop your career, we'd love to hear from you.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Client Services Administrator job near me in Farnham, Surrey! 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!