At a Glance
- Tasks: Provide admin support to Financial Planners and ensure efficient client work processing.
- Company: Join a successful and growing financial planning firm with a supportive culture.
- Benefits: Competitive salary, 25 days holiday, financial exam support, and quarterly bonuses.
- Other info: Ongoing training and a dynamic office environment await you!
- Why this job: Make a real difference in client service while developing your career in finance.
- Qualifications: Experience in financial planning, strong attention to detail, and good communication skills.
The predicted salary is between 28500 - 32000 £ per year.
The Role
You will provide administrative support to Financial Planners and the wider team, helping to ensure that client work is processed efficiently and accurately. This is a varied role where you will be involved in maintaining high levels of service and supporting ongoing business activity.
Key Responsibilities
- Acting as a point of contact for clients via phone and email
- Maintaining accurate client records and updating internal systems
- Assisting with preparation for client meetings and reviews
- Supporting new business processing and general administration tasks
- Liaising with providers and handling queries
- Managing workflows, tasks, and shared inboxes
- Providing general support to advisers and the wider team
- Ensuring all work is completed in line with company procedures
About You
- Previous experience within a financial planning firm is essential
- Understanding of financial products and processes
- Strong attention to detail and accuracy
- Good organisational and time management skills
- Confident communication skills, both written and verbal
- Comfortable using Microsoft Office and internal systems
What's on Offer
- Salary £28,500-£32,000 DOE
- 25 days holiday plus bank holidays
- Financial support for financial planning exams
- Quarterly bonus scheme linked to both individual and company performance
- Comprehensive benefits package, including private health cover
- Full-time position (Monday to Friday, 37.5 hours per week), office-based
- Ongoing training and support within a successful and growing firm
Client Services Administrator in Shaftesbury employer: Element Recruitment Ltd
Join a dynamic and supportive team as a Client Services Administrator, where your contributions directly impact client satisfaction and business success. With a strong focus on employee development, we offer comprehensive training, financial support for exams, and a generous benefits package, all within a collaborative work culture that values accuracy and efficiency. Located in a thriving area, our firm not only prioritises your professional growth but also rewards your hard work with a quarterly bonus scheme and ample holiday time.
