Recruiting now
| Posted: | 14/04/26 | |
| Recruiter: | Angela Mortimer | |
| Reference: | 3097949037 | |
| Type: | Permanent | |
| Salary: | £25,000 - £30,000 Annual | |
| Location: | London | |
| Description: | We're looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London. Working closely with the Head Paraplanner and Operations Manager, you'll play a key role in supporting both clients and the smooth running of the business. This is a fantastic opportunity to build your career within a supportive and ambitious firm, with full training provided. What You'll Be Doing • Supporting client onboarding and ongoing client care • Maintaining accurate client records and managing the CRM system • Processing client requests, including withdrawals • Assisting with tax returns and client portal management • Handling office administration and supporting daily operations • Supporting compliance and regulatory requirements What We're Looking For • Experience within an IFA or financial services environment • Highly organised with strong attention to detail • A team player with a proactive, can-do attitude • Able to manage tasks independently and work efficiently What You'll Get • Annual bonus • Private medical & travel insurance • Gym membership (Virgin Active or PureGym) • £600 annual exam allowance • Pension contributions • Hybrid working - 2 days from home Why Apply? Be part of a growing firm where your work truly makes an impact. You'll gain valuable experience, develop your skills, and be supported every step of the way. | |