Client Services Administrator

Location: Taunton

Salary: £32,000–£34,000 per annum, depending on experience

Working Hours: Full-time, Monday to Friday

Office Working: 5 days per week in the office for the first 6 months, with some flexibility/hybrid working available thereafter

About the Role

My client, a well-established financial services business based in Taunton, is looking for an experienced Client Services Administrator to join their team. This is an excellent opportunity for someone with previous experience within financial services who has a good understanding of financial products, client administration, and the processes involved in supporting Financial Advisers.

The successful candidate will ideally have experience using Intelligent Office and will be confident managing a busy workload while maintaining a high level of accuracy and attention to detail. You will play an important role in supporting Advisers and clients, ensuring that administration is completed efficiently and that clients receive an excellent level of service.

Key Tasks & Responsibilities

• Handle all incoming and outgoing communications professionally, efficiently, and within agreed timescales.
• Act as a key point of contact for clients, providing a friendly, professional, and helpful service.
• Build and maintain strong working relationships with clients, Advisers, colleagues, and external professional contacts.
• Develop a comprehensive understanding of the company’s financial services proposition, products, processes, and procedures.
• Support the onboarding of new clients, ensuring all relevant documentation, information, and compliance requirements are completed accurately.
• Assist with the preparation and delivery of clients’ annual reviews, ensuring all required information and paperwork is available in a timely manner.
• Process new business applications and related administration from initial instruction through to completion.
• Deal with ad hoc client queries, providing accurate information and keeping clients updated on progress where required.
• Maintain accurate and up-to-date client records and documentation.
• Use Intelligent Office and other relevant systems to record, manage, and monitor client and administrative activity.
• Liaise with providers, product providers, and other professional contacts as required to obtain information and progress client requirements.
• Ensure all administration is completed accurately, efficiently, and within agreed deadlines.
• Take ownership of individual tasks and workloads, prioritising effectively, and ensuring work is completed to a high standard.
• Proactively identify outstanding actions and follow these through to completion.
• Support Financial Advisers with day-to-day administrative requirements and client servicing.
• Assist with general administrative queries and provide support to the wider business when required.
• Consistently provide a high level of customer service and look for opportunities to go the extra mile for clients and Advisers.
• Complete all role-specific training and actively develop knowledge of financial products, industry developments, and technical requirements.
• Identify areas where additional knowledge or training is required and take a proactive approach to personal development.
• Ensure all work is carried out in accordance with company procedures, regulatory requirements, and expected service standards.