Client Services Administrator - Financial Services 🌟

📍 Howard James Recruitment are proud to be working in partnership with a long-standing and growing financial services firm as they look to appoint a Client Services Administrator. This is a brilliant opportunity for someone with experience in the financial services sector who is looking to take the next step in their career within a supportive and professional environment.

The Role:

This position plays a key part in supporting advisers and ensuring clients receive a first-class experience. It's ideal for someone who thrives in a busy, varied role and enjoys being the go-to person for all things admin and operations.

Key Responsibilities:

*

Serve as the first point of contact for clients and third parties

*

Book and coordinate meetings for advisers, ensuring client review timescales are met

*

Prepare client documentation ahead of meetings and complete post-meeting follow-up

*

Maintain and update client records using CRM systems, including Salesforce

*

Liaise with head office, admin centres, and third parties to ensure seamless service delivery

*

Attend forums, workshops, and training sessions for personal development

What We're Looking For:

*

At least 2 years' experience in a similar administrative role within an IFA/ Wealth Management or financial services setting

*

Discretion, integrity, and a professional approach

*

Excellent communication skills - both verbal and written

*

Confident working independently and as part of a team

*

Proficient in Microsoft Office and CRM platforms (especially Salesforce)

*

Strong organisational skills and meticulous attention to detail

*

A flexible, can-do attitude and the ability to juggle priorities with a smile

What's On Offer:

*

Bonus scheme

*

Company pension

*

Flexitime

*

Remote or hybrid working options (depending on location/experience)

*

Supportive, friendly team environment

*

Opportunities for personal and professional growth

If you're an experienced administrator in the financial services sector, and you're looking for your next challenge - we'd love to hear from you.

📩 Apply today