At a Glance
- Tasks: Provide top-notch admin support and be the friendly face for our clients.
- Company: Join a dynamic financial services firm focused on client satisfaction.
- Benefits: Competitive salary, performance bonuses, and support for professional qualifications.
- Other info: We value passion and cultural fit just as much as technical skills.
- Why this job: Make a real difference in client relations while growing your career.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 25000 - 35000 £ per year.
Purpose of the Job To provide high-level administrative support for the day-to-day running of the business while acting as the primary point of contact to ensure the smooth delivery of excellent client service and communication.
Background Checks As this role is within a regulated financial services environment, we have a legal and professional responsibility to ensure all team members meet the highest standards of integrity. Please be aware that any offer of employment will be subject to the following successful background checks:
- AccessNI Check: A criminal record check to ensure suitability for working in a position of trust.
- Credit & Financial History Check: To confirm financial probity, as you will be assisting in the management of client records and financial applications.
- Reference Verification: Comprehensive checking of previous employment and professional references to verify your experience and conduct.
- Right to Work: Verification of your legal right to work in the UK.
We carry out these checks to protect our clients, our firm, and our commitment to the FCAs Fit and Proper requirements.
Key Responsibilities & Duties
- The
Client Services Administrator employer: Clarke Financial Planning Limited
As a Client Services Administrator, you will thrive in a supportive and dynamic work environment that prioritises client satisfaction and professional growth. Our commitment to employee development is reflected in our investment in your journey towards further qualifications, alongside a competitive salary and performance bonuses. Located in a regulated financial services setting, we foster a culture of integrity and excellence, ensuring that every team member contributes to our mission of delivering outstanding service.
Contact Details:
Clarke Financial Planning Limited Recruitment Team
