Financial Services Administrator / Client Services Associate
Salary: £27,000 – £35,000 (DOE)
Location: Farnham
Employment: Full-time, Permanent
We are seeking a highly organised and proactive Client Services Associate to join our growing team. In this pivotal role, you will support the Partner/Adviser to ensure a seamless client experience. As the first point of contact for clients, you will play a vital part in managing client administration, onboarding processes, CRM updates, and handling incoming communications.
This is an excellent opportunity for someone who is client-focused, detail-oriented and eager to progress within financial services.
Key Responsibilities
*Provide comprehensive support to the adviser and back-office team, including client communication and preparing post-meeting review letters/emails.
*Manage administrative tasks relating to client meetings and ensure all servicing activity is accurately recorded within the CRM.
*Assist with research and documentation following client meetings, including gathering information from providers, client files, valuations and uploading to client portals and review documents.
*Update and maintain the CRM system, filing and IT records to the highest standard.
*Draft responses to client queries and proactively follow up on agreed actions to ensure timely completion.
*Answer telephone calls professionally, handling queries directly or redirecting appropriately using sound judgment.
*Liaise directly with external paraplanners and other subcontractors as required.
*Complete training and stay informed of regulatory developments within the financial services sector.
*Undertake any additional duties reasonably required to support the business and Partner/Adviser.
Benefits
*Salary: Up to £35k
*Holidays: 23 days annual leave plus bank holidays.
*Birthday Leave: After 2 years of continuous service, enjoy your birthday off with full pay.
*Hybrid Working: Eligibility to apply after successful completion of the probationary period.
*Bonus Scheme: Eligibility for the annual bonus scheme after 2 years of service.
*Study Package: Financial support for further professional qualifications after 2 years of service.
*Career Progression: Clear pathways for advancement, including opportunities to progress into paraplanning, advising, and other specialist roles.
Who We’re Looking For
A confident communicator with exceptional organisational skills, strong attention to detail, and the ability to manage multiple tasks efficiently. Experience in financial services or a similar client-focused administrative role is advantageous, though not essential for the right candidate.
If you thrive in a professional environment where client service is paramount and career development is encouraged, I’d love to hear from you.