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This job expired on 29/09/2026. It no longer accepts applications.

Client Service Administrator

Premier Jobs UK Limited · Castle Bromwich

28,000 - 30,000 GBP/year 🇬🇧 English

Job description

About the role

This position provides front‑line support to high‑net‑worth individuals and SMEs, handling client enquiries and performing essential administrative tasks. You will work closely with Paraplanners and Financial Advisers to ensure a seamless service experience.

Key responsibilities

  • Respond to client queries via phone and email.
  • Enter new business onto multiple platforms.
  • Manage policy servicing and maintain client files.
  • Assist Financial Advisers and Paraplanners with documentation.
  • Collate quotes and valuations for client proposals.

Required profile

  • Previous administrative experience within a financial planning firm.
  • Excellent written and verbal communication skills.
  • Strong time‑management and organisational abilities.

Required skills

    What we offer

    • Salary between £28,000 and £30,000 per year.
    • 3% & 5% pension contributions.
    • Four discretionary incentive schemes (DIS).
    • 25 days holiday plus bank holidays, birthday off.
    • Financial support for professional exams.
    • Office‑based role, Monday‑Friday 9am‑5pm.
    • Free onsite parking and occasional overseas team‑building trips.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 28-30k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

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    Premier Jobs UK Limited

    Castle Bromwich

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