Client Services Administrator - Join a Growing Financial Services Firm!
other jobs Angela Mortimer
Added before 4 Days
- England,London,City of London
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job 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.
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.
Job number 3627202
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Angela Mortimer
Company size: 51-200 employees
Industry: Staffing and Recruiting
Angela Mortimer Plc has successfully grown over more than 40 years as a result of a consistent commitment to the quality recruitment of office and exe...