Client Services Administrator

Overview

£25,000 - £29,000 + Progression + Training + Healthcare + 25 days holiday (not including bank holidays) + Quarterly incentives + Early Friday Finishes

Do you have administrative experience and are looking to join a well-established financial planning firm that offers genuine career progression and a route into the Wealth Management industry?

This is an opportunity to join a small, close-knit team that has been operating successfully for over 20 years and is part of the St. James’s Place network, giving access to extensive resources and support.

Due to continued client growth and internal promotions, they are seeking a Client Service Administrator to provide administrative and client support, including the preparation of client packs and reports. You will work closely with the Operations Manager and Lead Administrator to help manage workloads across the business.

This role is ideal for someone from an administrative background looking to build a long-term career in Wealth Management within a firm that genuinely values employee development!

• Onsite
• Administrative support with an emphasis on client support
• Working with the Administrative lead, Operations Manager and Paraplanning team

• Eager to contribute and willingness to learn
• Keen attention to detail
• Good IT knowledge and good foundation in mathematics
• Demonstratable experience of customer service skills