At a Glance
- Tasks: Support advisers and clients in a dynamic financial services environment.
- Company: A growing financial services firm with a focus on exceptional client service.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Opportunity for career growth in a detail-oriented and professional setting.
- Why this job: Join a key operations team and make a real difference in client experiences.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 28800 - 43200 £ per year.
A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients. This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You’ll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage.
Reporting to the Operations and Client Services Manager, you’ll help maintain efficient back-office systems, handle client documentation, and support the wider team in delivering first-class financial planning services.
Key Responsibilities
- Provide administrative support to advisers and paraplanners across a range of financial planning activities.
- Maintain and update data within the firm’s back-office systems.
- Prepare meeting packs, letters, valuations, and review reports.
- Liaise with clients and providers professionally by phone and email.
- Manage the adviser diary system and ensure meetings are well-prepared in advance.
- Submit new business through online portals and track progress to completion.
- Assist with compliance checks and ensure files meet FCA requirements.
- Keep internal processes and client documentation organised and accurate.
- Greet clients in person and ensure meeting rooms and documentation are ready.
- Support the continuous improvement of internal procedures and best practice.
About You
You’ll be an experienced administrator with a background in financial services — ideally within an IFA, wealth management, or financial planning environment. You’ll take pride in accuracy, communication, and providing a high-quality service to clients and colleagues alike.
Essential skills and experience:
- Proven experience in financial services administration.
- Excellent attention to detail and organisational ability.
- Strong written and verbal communication skills.
- Confident using Microsoft Office (Word, Excel, Outlook).
- Ability to manage multiple tasks and work to deadlines.
- Comfortable working both independently and as part of a close-knit team.
Client Services Administrator in Horsham employer: Placr Recruitment
Join a dynamic and supportive independent surveying practice in East Sussex, where your expertise as a Chartered Residential Surveyor will be valued and rewarded. With a strong emphasis on professional development, hybrid working options, and an attractive salary package including uncapped bonuses, this role offers the perfect blend of autonomy and collaboration within a team dedicated to exceptional client service. Experience a fulfilling career with opportunities for growth in a thriving work culture that prioritises both employee satisfaction and high professional standards.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Horsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Client Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and think about how your experience aligns with their needs. This will help you stand out as someone who’s genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and advisers, being articulate and confident is key. Try mock interviews with friends or family to get comfortable discussing your experience and how it relates to the job.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge. Plus, it shows you’re proactive and keen to join our awesome team!
We think you need these skills to ace Client Services Administrator in Horsham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Services Administrator role. Highlight your experience in financial services administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences and how they relate to the responsibilities listed in the job description. Let us know what makes you tick!
Showcase Your Attention to Detail:Since this role requires a keen eye for detail, make sure your application is free from typos and errors. We appreciate candidates who take pride in their work, so double-check everything before hitting send!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Placr Recruitment
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services administration. Familiarise yourself with common terms and processes, especially those related to IFA and wealth management. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since this role requires excellent attention to detail and organisational ability, prepare examples from your past experience where you've successfully managed multiple tasks or improved processes. Be ready to discuss how you keep things organised and ensure accuracy in your work.
✨Practice Your Communication
As you'll be liaising with clients and advisers, practice your verbal and written communication skills. Consider role-playing common scenarios you might encounter, like preparing meeting packs or handling client queries. This will help you feel more at ease during the interview.
✨Demonstrate Team Spirit
This position is part of a close-knit team, so be prepared to talk about your experiences working collaboratively. Share examples of how you've supported colleagues or contributed to team success in previous roles. Highlighting your ability to work well with others will show you're a great fit for their culture.
