Client Services Administrator – Administrative Support for Financial Planners

About the role

The Client Services Administrator provides comprehensive administrative and client support to Financial Planners and Relationship Managers. Working under the Manager of HR & Administration, you will ensure all client‑related activities comply with responsible business practices and Consumer Duty principles.

Key responsibilities

• Process new business, policy changes, surrenders, encashments and switches using company IT systems.
• Maintain accurate case records, issue policy documents, and upload scanned files.
• Coordinate with providers on address changes, trustee appointments/retirements, and death cases, liaising with legal parties as needed.
• Prepare client files for meetings, update information, and highlight outstanding compliance requirements.
• Collate documents, illustrations and policy information for financial plans.
• Handle enquiries from insurance companies and clients, escalating when appropriate.
• Chase outstanding entries, obtain quotations, and produce client valuations.
• Update client Factfinds, prepare portfolios and manage PFP access.
• Monitor provider fees to protect cash flow and analyse profit‑and‑loss reports.
• Cover reception duties and maintain a professional client‑facing environment.

Required profile

• Experience in administrative support within financial services or insurance.
• Strong attention to detail and ability to follow processes from start to finish.
• Good communication skills for liaising with providers, legal parties and clients.
• Ability to work independently while supporting a team.

Required skills

What we offer

• Full‑time permanent role based in Kendal, North West England.
• Competitive salary range £28,000‑£30,000 per year.
• Opportunities for training and development within a leading recruitment firm.