Client Services Administrator

Salary: Competitive, dependent on experience

Location: Chester

Benefits: 25 Days Holiday, Pension Scheme, Death in Service & Income Protection

NJR Recruitment is delighted to be working with an established financial planning firm that is looking to recruit an experienced Client Services Administrator to join its friendly and supportive team.

This is an excellent opportunity for an individual with previous experience in financial services administration who enjoys working in a client-focused environment and providing high-quality support to Financial Advisers.

The Role

As Client Services Administrator, you will play a key role in supporting Financial Advisers and Paraplanners with the day-to-day administration of client accounts, ensuring all processes run efficiently and clients receive an exceptional level of service.

This is a varied position that combines financial services administration, client communication, diary management and general office support.

Key Responsibilities

• Provide comprehensive pre-sales administration support to Financial Advisers and Paraplanners.
• Prepare client engagement letters, Letters of Authority, Change of Agency letters and client agreements.
• Obtain provider application forms, policy information, quotations and valuations.
• Set up new client files and ensure all relevant documentation is accurately recorded.
• Prepare up-to-date client valuations and supporting information ahead of Adviser meetings.
• Maintain accurate client records and ensure back-office systems are kept up to date.
• Liaise with product providers to obtain information and progress outstanding requests.
• Support ongoing client account maintenance and general servicing requirements.
• Manage Adviser diaries, meetings, work logs and administrative tasks.
• Handle incoming telephone enquiries professionally and efficiently.
• Welcome visitors and provide a positive first impression of the business.
• Maintain client communication databases, including newsletter distribution lists.
• Assist with filing, documentation and general office administration.
• Work collaboratively with Advisers, Paraplanners and colleagues to ensure deadlines are met and clients receive a consistently high standard of service.
• Participate in ongoing training and professional development activities.

About You

To be considered for this opportunity, you will ideally demonstrate:

• Previous administration experience within the financial services industry is essential.
• Experience supporting Financial Advisers, Paraplanners or a financial planning team would be highly advantageous.
• A good understanding of financial services products, providers and administration processes.
• Experience using financial services back-office systems.
• Excellent organisational skills with the ability to prioritise workloads and meet deadlines.
• Strong attention to detail and a commitment to accuracy.
• Confident written and verbal communication skills, with the ability to liaise professionally with clients and providers.
• A positive, proactive and flexible approach to work.
• Strong IT skills and confidence using Microsoft Office applications.
• The ability to work independently while contributing effectively to a small team.
• A genuine commitment to delivering excellent customer service and maintaining high professional standards.

Qualifications & Development

Candidates who have commenced studying towards CII qualifications would be particularly welcomed, although this is not essential.

Our client values individuals who are enthusiastic about developing their financial services knowledge and progressing their careers.

Salary & Benefits

In return, our client offers a competitive salary and an attractive benefits package, including:

• Competitive salary, dependent on experience.
• 25 days' annual leave, with additional holiday entitlement based on length of service.
• Company pension scheme, with 3% employer and 4% employee contributions.
• Death in service benefit of four times annual salary.
• Permanent Health Insurance / Income Protection, providing 75% of salary up to age 65, subject to a 13-week deferred period and policy terms.
• Opportunities for ongoing training and professional development.
• A supportive and collaborative team environment.

Apply today via NJR Recruitment or call quoting the reference NJR17099