Financial Services Administrator

About Our Client

Our client is a dynamic and client-focused financial planning firm based in Twyford. They provide high-quality financial advice tailored to individuals, families, and businesses. The team operates in a fast-paced environment, driven by professionalism, collaboration, and a strong commitment to client service. They take pride in fostering an open and supportive culture where every team member contributes to our collective success.

With a team comprising financial advisers, client liaisons, and operational specialists, they are dedicated to delivering a seamless client experience. The work culture is best described as manic, kind, and open - where hard work is balanced with camaraderie and a commitment to excellence. They embrace technology, including AI-driven solutions, to enhance efficiency and streamline our financial processes.

As part of their ongoing growth, they are seeking a Client Liaison to play a vital role in supporting their client relationships and ensuring smooth operational workflows.

The Client Liaison role is pivotal in providing administrative and technical support to the Practice, ensuring our relationships with clients are optimized and that the daily operations of the office run smoothly. The successful candidate will be proactive, highly organized, and able to work in a fast-paced environment.

• Provide high-level technical and administrative support to the Practice.
• Ensure client files are complete with all required identification documentation and necessary application forms.
• Pre-meeting preparation and post-meeting follow-up, including accurately updating client files on Salesforce CRM.
• Process applications accurately and record required management information.
• Progress applications with product providers, advisers, clients, and other third parties to ensure timely completion.
• Answer incoming telephone calls, dealing confidently and effectively with clients, product providers, and third parties with professional and effective communication skills.
• Meet and greet clients and visitors to the Practice.
• Run reports, illustrations, and collate key data.
• Liaise extensively with SJP Admin Centres to complete transactions within specific timescales.
• Progress applications with product providers and chase up Letters of Authority.
• Produce templated client letters and reports.
• Manage the end-to-end review process for clients, including booking review meetings within relevant timescales and preparing review packs.
• Prepare and check outgoing internal and external correspondence and reports, ensuring attention to detail and confidentiality.
• Deliver the highest standard of client care both internally and externally.

• Previous experience in an office support role, ideally in financial services or a related sector.
• Knowledge of relevant regulation and legislation (desirable).
• Experience using client management systems such as Salesforce.

• Excellent face-to-face and telephone client interaction skills, with the ability to build rapport swiftly.
• Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel).
• Excellent organizational skills with strong attention to detail.
• Ability to manage time effectively and multitask in a fast-paced environment.
• Composed under pressure and able to handle conflicting demands effectively.
• Positive, team-oriented attitude with a strong work ethic.
• Open to change, with a creative approach to problem-solving.
• Quality Focus: Takes personal responsibility for work quality and meets deadlines with minimal supervision.
• Teamwork: Promotes cooperation and commitment within the team.
• Embracing Change: Responds positively to change and new practices.
• Developing Self and Others: Demonstrates a commitment to learning and self-improvement.
• Communicating Effectively: Engages and conveys ideas in a clear, audience-appropriate manner.
• Planning and Organising: Effectively manages time, priorities, and resources.
• Client Care: Builds and maintains a first-class experience for clients through high-quality service.

• Team-Oriented: We foster an…