Client Services Administrator

Location: Quedgeley

Client Services Associate | Administration & Customer Service | Gloucester | £27,000 - £30,000

Looking 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 year
Immediate start:
Begin as soon as you're ready
Enjoy your birthday off:
Celebrate with a paid day’s leave
Flexible benefits:
Choose from options including private medical insurance, an electric car scheme, group income protection, critical illness, and life insurance
Casual dress code:
Enjoy a relaxed work environment
Personal development:
Access to comprehensive training and development opportunities to help you build your expertise

The Role

As 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 doing

Process new business applications and associated client paperwork, ensuring accuracy and efficiency
Verify client identity electronically and manage key client data securely
Chase applications and client requests through to a timely completion
Assist advisers with client cash management and placing trades on provider platforms
Maintain up-to-date client and plan records using Intelligent Office back-office system
Upload and organise documentation according to established procedures
Respond promptly to queries from clients, providers, and advisers, delivering excellent customer service
Receive and direct incoming telephone calls and documentation appropriately
Support advisers with the provision of quotations, applications, and key features for client meetings
Manage all assigned tasks efficiently, adapting your day as client needs demand
Promote professionalism, equality, and a safe working environment at all times

What we're looking for

5 GCSEs at grade C/4 or above (or equivalent), including Maths and English
Strong communication skills: able to adapt your approach for clients and colleagues alike
Excellent organisational skills: able to prioritise and manage competing tasks efficiently
Commitment to delivering excellent customer service
Effective team player with a collaborative approach
Confidence using technology and learning new systems – previous experience with Intelligent Office is a bonus
Keen to further develop your expertise in a professional environment
Basic understanding of financial products and relevant FCA regulations preferred

What's on offer?

Based in:
Gloucester

Employment type:

Permanent, full-time role
Enjoy your birthday off:
Celebrate with a paid day’s leave
Flexible benefits:
Choose from options including private medical insurance, an electric car scheme, group income protection, critical illness, and life insurance
Casual dress code:
Enjoy a relaxed work environment
Personal development:
Access to comprehensive training and development opportunities to help you build your expertise

This 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