An established financial services firm is looking for a Junior Client Services Administrator (or Apprentice) to join their friendly and professional team, near Horsham. Reporting to the Operations and Client Services Manager, you’ll provide vital support to advisers and paraplanners, helping ensure smooth day-to-day operations and exceptional service for clients. This is a great opportunity for someone starting out in financial services who’s eager to learn, develop, and grow within a supportive environment.
Key Responsibilities
- Provide administrative support to advisers and paraplanners.
- Maintain and update client information on back-office systems.
- Prepare client letters, valuations, and meeting documents.
- Manage diaries and ensure meetings are fully prepared in advance.
- Liaise professionally with clients and product providers by phone and email.
- Submit new business via online portals and track progress.
- Assist with compliance and ensure client files meet FCA standards.
- Help prepare client review reports and maintain accurate records.
- Support the smooth running of the office and ensure it’s always presentable for clients.
- Follow internal processes and contribute to continuous improvement.
About You
This role is ideal for someone at the beginning of their financial services career, with a keen eye for detail and a genuine interest in client care and administration.
Essential skills and attributes:
- Strong organisational skills and attention to detail.
- Confident communicator with excellent interpersonal skills.
- Proficient in Microsoft Office (Word, Excel, Outlook).
- Able to manage multiple tasks and meet deadlines.
- GCSEs (or equivalent) in Maths and English.
- Positive attitude and willingness to learn.
- Interest in building a long-term career in financial services.
- Experience and personality matter more than qualifications — though study support for professional development can be provided for the right person & great benefits.
Junior Client Services Administrator (or Apprentice) 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.
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Junior Client Services Administrator role. Highlight any relevant admin experience, your attention to detail, and your communication skills. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the financial services industry. Share why you're eager to learn and grow with us at StudySmarter, and don’t forget to mention any specific skills that make you a great fit.
Showcase Your Organisational Skills:In your application, give examples of how you've managed multiple tasks or projects in the past. This role requires strong organisational skills, so let us know how you keep things on track and ensure everything runs smoothly!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our friendly team!
How to prepare for a job interview at Placr Recruitment
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Junior Client Services Administrator. Familiarise yourself with tasks like maintaining client information and preparing documents. This will help you demonstrate your enthusiasm and readiness to contribute.
✨Show Off Your Organisational Skills
Since this role requires strong organisational skills, be prepared to discuss how you manage your time and tasks. Think of specific examples from your past experiences where you successfully juggled multiple responsibilities or improved a process.
✨Practice Your Communication Skills
As a confident communicator, you'll need to liaise with clients and colleagues. Practise answering common interview questions out loud, focusing on clarity and professionalism. You might even want to role-play with a friend to get comfortable with the format.
✨Demonstrate Your Willingness to Learn
This position is perfect for someone eager to grow in financial services. Be ready to share your motivations for applying and how you plan to develop your skills. Highlight any relevant courses or training you've undertaken, showing that you're proactive about your career.
