Client Administrator

About This Role

Working carefully and keeping accurate records are at the heart of this administrative role in financial services. The Client Services Administrator provides support to advisers and ensures clients receive excellent service throughout their journey. This is an excellent opportunity for someone with previous administration experience looking to move into the financial services sector, or for recent graduates in Economics, Finance, Business, Accounting, or similar disciplines.

Responsibilities

• Manage client records and documentation
• Update information on internal CRM systems
• Prepare reports and client correspondence
• Process applications and check documentation
• Liaise with clients, advisers, and third-party providers
• Support pension and investment administration processes
• Maintain accurate records and ensure work is completed within agreed timescales
• Assist clients with online account access and general queries

Requirements

• Previous administration experience within an office environment
• Strong attention to detail and accuracy
• Excellent written and verbal communication skills
• Good working knowledge of Microsoft Office, including Word, Excel, and Outlook
• Strong organisational and time management skills
• Professional and customer-focused approach
• Ability to work independently and as part of a team

Benefits

• Excellent entry point into the financial services and wealth management sector
• Opportunity to build specialist industry knowledge
• Supportive and professional working environment
• Long-term career development opportunities

Important Details

• Schedule: Monday-Friday
• Contract: permanent

About the Company

Search is a recruiter that welcomes applications from all suitably skilled or qualified applicants.