Hiring Now: Client Services Administrator Near You – Apply Today!
Your Next Client Services Administrator Job Starts Here – Apply Now!
Client Services Administrator
Job Posted: 7 days ago
Salary: £ 25,000 - 35,000 / Annum
Job Type: Permanent
Location: Exeter, Devon
Expire in: 21 days
Job Description
Brook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA/Chartered Financial Planners. This role is permanent, working full time, Monday to Friday, 9-5 at their offices.
Key Responsibilities
Manage the client journey from initial contact to new business processing
Support financial advisers and investment teams with administrative tasks
Liaise with providers via telephone, email, and letter
Communicate effectively with clients by phone, email, letter, and face-to-face
Handle client queries where possible and escalate when necessary
Book appointments and perform general PA duties
Prepare meeting rooms, greet clients, and offer refreshments
Organise and prioritise workload to meet deadlines
Maintain and update the CRM system (Intelligent Office) ensuring compliance
Help create a pleasant, efficient office environment that promotes client satisfaction
The Ideal Candidate
Minimum 5 years' experience in an independent financial planning firm (preferably from a chartered or small IFA firm)
Ethical, honest, and compliant with industry standards
Confident, organised self-starter with excellent time management skills
Strong attention to detail with an eye for accuracy in all tasks is essential
Excellent written and verbal communication skills, including letter writing with strong grammar and spelling
Proficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent Office
A team player who takes direction well, is open to feedback, and willing to ask questions
Ambitious and passionate about delivering outstanding client service, treating clients like family
Comfortable working in a fast-paced, high-volume environment
Willingness to mentor junior colleagues as the role develops
Whats on offer?
Salary ranges between £25,000 - £35,000/year DOE
25 days holiday, rising by one per year until 30 days + Bank holidays.
Birthday off
Pension auto-enrolment
Private medical insurance
Free on-site parking
Apply now or contact Luke at Brook Street Cardiff for more information.
Brook Street NMR is acting as an Employment Agency in relation to this vacancyBefore 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 Exeter, Devon! 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!
© Vita CV: Registered in England and Wales (16187919).