Senior Client Services Administrator

Senior Client Services Administrator with Financial Services Industry Experience An excellent opportunity for an experienced client services, financial services, wealth management, IFA administration or financial planning support professional to join a growing Client Services team, providing accurate client administration, adviser support, client records management, correspondence and high-quality support to financial planners and clients. If youve also worked in the following roles, wed also like to hear from you: Client Services Administrator, Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Client Support Administrator, Adviser Support Administrator, Client Services Executive, Financial Planning Assistant, Investment Administrator SALARY: £30,000 - £35,000 per annum + Benefits LOCATION: Hybrid / Bedford, Bedfordshire JOB TYPE: Full-Time, Permanent JOB OVERVIEW This is an excellent opportunity for a candidate with Financial Services Industry Experience, to develop your client service and administration career within a professional financial services environment. Working as the Senior Client Services Administrator, you will collaborate with financial planners and colleagues to provide administration support for new and existing client business. The Senior Client Services Administrator will help ensure clients receive a positive experience, with accurate records, clear communication and timely support throughout the client journey. As the Senior Client Services Administrator, you will also support the Client Services Manager with additional duties, including helping junior colleagues, contributing to process improvements and supporting high standards across the team. DUTIES Your duties as the Senior Client Services Administrator include: Client Relationships: Build and maintain strong client relationships, understanding client needs and providing appropriate administration support Client Queries: Handle client queries, resolve issues and escalate complex matters where appropriate Meeting Organisation: Organise client meetings for financial planners Client Correspondence: Write templated letters to clients following advice, written instructions from client meetings or ad-hoc requests Record Management: Create and maintain accurate client records on Intelliflo in line with company procedures and policies Provider Liaison: Liaise with product providers and other third parties where appropriate Team Collaboration: Collaborate with internal teams to support client satisfaction and take part in team meetings Junior Team Support: Train, support, mentor or oversee junior team members where required Process Improvement: Contribute to project work, trial new software, processes or ways of working, and help improve internal processes and client service standards Idea Generation: Proactively identify client needs and growth opportunities CANDIDATE REQUIREMENTS Previous experience in a similar role within financial services is essential Ideally educated to at least A Level or equivalent standard, including Maths and English GCSE grade B or Grade 5 or above Proficiency in Microsoft Office Suite Experience using Intelliflo preferred Able to work within a defined business process Able to achieve agreed outcomes without supervision Able to work independently or as part of a team Detailed, accurate and well organised Strong organisational, prioritisation and time management skills Excellent verbal and written communication skills BENEFITS 5% pension contribution Occupational sick pay Medical cashback plan Death in service cover 26 days leave in addition to bank holidays and more voluntary benefits HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P15110 Full-Time, Permanent Jobs, Careers and Vacancies. Find a new job and work in Bedford, Bedfordshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. TPBN1_UKTJ