Full job descriptionClient Services Administrator
Scarborough
£25,000 - £26,500
Office Based


NJR Recruitment are delighted to be working with a well-established and highly regarded Independent Financial Planning firm in Scarborough who are looking to recruit a Client Services Administrator to join their friendly and supportive team.


This is a fantastic opportunity for an organised and personable professional who enjoys delivering exceptional client service and thrives in a varied administrative role. Working closely with the Directors, Financial Advisers and Practice Manager, you will play a key role in ensuring the smooth day-to-day running of the office while providing first-class support to both clients and advisers.


As an CS Administrator, you will be responsible for providing comprehensive administrative support across the business, ensuring a professional and efficient service is delivered at all times.


Your responsibilities will include:
*Providing a warm and professional welcome to clients and visitors
*Answering incoming telephone calls and managing enquiries
*Supporting the Financial Advisers with new business processing and client administration
*Preparing client files, valuations and review documentation
*Processing top-ups, fund switches and ISA transactions
*Maintaining accurate client records and updating the back-office system
*Liaising with providers and assisting with general client servicing
*Scanning, photocopying and managing incoming and outgoing post
*Assisting with the day-to-day administration and organisation of the office
*Ensuring all work is completed in line with FCA regulations and company procedures


About You
*Previous experience within an IFA Administration or Financial Services Administration role is preferred, but any previous office experience is essential
*Excellent organisational skills with strong attention to detail
*Professional and confident communication skills
*A friendly and approachable manner with a passion for delivering excellent customer service
*Comfortable managing a varied workload and supporting a busy team
*Good IT skills and experience using Microsoft Office
*Ability to work independently as well as part of a close-knit team


What’s on Offer
*Competitive salary dependent on experience
*Opportunity to join a well-established and respected Financial Planning firm
*Friendly, supportive and collaborative working environment
*Varied and rewarding role with plenty of client interaction
*Long-term career stability and development opportunities
*Office-based role in the outskirts of Scarborough


This is an excellent opportunity for an experienced Administrator, or someone with Financial Services administration experience, to join a welcoming firm that genuinely values its employees and takes pride in delivering an outstanding service to its clients.


For a confidential discussion or to apply, please contact NJR Recruitment quoting NJR16880