Client Services Administrator
Client Services Associate | Administration & Customer Service | Cirencester | £27,000 - £30,000Looking to take the next step in your client services career? Join a progressive, supportive, and rewarding environment where your contribution truly matters.What's in it for you?Competitive salary: £27,000 – £30,000 per yearImmediate start: Begin as soon as you're readyEnjoy your birthday off: Celebrate with a paid day’s leaveFlexible benefits: Choose from options including private medical insurance, an electric car scheme, group income protection, critical illness, and life insuranceCasual dress code: Enjoy a relaxed work environmentPersonal development: Access to comprehensive training and development opportunities to help you build your expertiseThe RoleAs an Associate in the Client Services team, you will provide essential administrative and client-facing support to a team of advisers. You'll be at the heart of a fast-paced independent financial advice business, helping clients navigate complex financial decisions. You’ll work alongside experts in the field and contribute to a business recognised for high standards and a commitment to excellent customer service.What you'll be doingProcess new business applications and associated client paperwork, ensuring accuracy and efficiencyVerify client identity electronically and manage key client data securelyChase applications and client requests through to a timely completionAssist advisers with client cash management and placing trades on provider platformsMaintain up-to-date client and plan records using Intelligent Office back-office systemUpload and organise documentation according to established proceduresRespond promptly to queries from clients, providers, and advisers, delivering excellent customer serviceReceive and direct incoming telephone calls and documentation appropriatelySupport advisers with the provision of quotations, applications, and key features for client meetingsManage all assigned tasks efficiently, adapting your day as client needs demandPromote professionalism, equality, and a safe working environment at all timesWhat we're looking for5 GCSEs at grade C/4 or above (or equivalent), including Maths and EnglishStrong communication skills: able to adapt your approach for clients and colleagues alikeExcellent organisational skills: able to prioritise and manage competing tasks efficientlyCommitment to delivering excellent customer serviceEffective team player with a collaborative approachConfidence using technology and learning new systems – previous experience with Intelligent Office is a bonusKeen to further develop your expertise in a professional environmentBasic understanding of financial products and relevant FCA regulations preferredWhat's on offer?Based in: CirencesterEmployment type: Permanent, full-time roleEnjoy your birthday off: Celebrate with a paid day’s leaveFlexible benefits: Choose from options including private medical insurance, an electric car scheme, group income protection, critical illness, and life insuranceCasual dress code: Enjoy a relaxed work environmentPersonal development: Access to comprehensive training and development opportunities to help you build your expertiseThis is an excellent opportunity to play a vital part in delivering high-quality financial services, build meaningful client relationships, and develop your skills in a growing, forward-thinking company. If you thrive in a busy, people-focused, and supportive team, please don't hesitate and apply! We'll be in touch once we've reviewed your application.
read more