Client Services Administrator

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, ensuring accuracy and timeliness.
• Maintain and upload all client documents, issue policy documents and contract notes, and keep IT records up to date.
• Coordinate address changes, trustee appointments/retirements and death cases with providers and legal parties.
• Prepare client files for meetings, update client information, and highlight outstanding compliance requirements.
• Handle enquiries from insurance companies and clients, escalating when necessary and recording details in the system.
• Produce client valuations, update Factfinds after meetings, and generate client portfolios.
• Chase initial fees from providers and analyse profit‑and‑loss reports to protect cash flow.
• Cover reception duties as required, maintaining a professional client‑facing environment.

Required profile

• Strong attention to detail and ability to follow processes from start to finish.
• Excellent organisational skills and the capacity to manage multiple client cases simultaneously.
• Good communication skills for liaising with providers, legal parties and internal teams.
• Proactive attitude towards identifying training needs and supporting team objectives.

Required skills

What we offer

• Competitive salary range of £28,000‑£30,000 per year.
• Full‑time permanent position within a reputable staffing firm.
• Opportunities for professional development and career progression.