Client Servicing Administrator

Time Appointments is working with a highly respected and growing financial services firm that’s on the hunt for a Client Servicing Administrator to support their high-performing Private Client team.

If you're looking for a role where your work truly makes a difference and every day brings something new - this could be the role for you! You'll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business.

Key

Duties & Responsibilities:

* Prepare comprehensive client review packs for upcoming meetings.

* Maintain accurate and up-to-date client records in line with internal processes.

* Liaise with third parties and internal departments to obtain information and answer client queries.

* Prioritise work effectively between emails, tasks, post, reviews and phone calls.

* Support, train, and mentor new team members to ensure smooth onboarding and development.

* Keep Financial Planners informed of progress and raise any concerns as needed.

* Assist with front-of-house duties during reception cover (breaks, sickness, annual leave).

* Contribute to the ongoing improvement of systems and processes by providing feedback.

* Ensure compliance by maintaining a clear audit trail and using systems accurately.

Essential Skills & Attributes:

* Proven administrative or secretarial experience, ideally within financial services.

* Strong organisational skills with excellent attention to detail.

* Confident communicator - written and verbal.

* Proficient IT and data management skills.

* Ability to follow procedures and manage time effectively.

* Professional, trustworthy, and curious with a willingness to learn.

* GCSEs/A-Levels in English and Maths (or equivalent)

In return, you will receive:

* 38 Days Annual Leave - incl. Christmas closure, your birthday off & bank holidays

* Fully Funded Training & Exams + Paid Study Leave

* Flexible Working & Free Parking

* 5% Employer Pension Contribution

* Profit Share Bonus & Length of Service Recognition

* Healthcare Benefits - Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare

* Wellbeing Perks - Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance

* Regular Social Events & 15% Discount on Legal Services