Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Client Services Specialist

Location:

Hybrid - Berkhamsted

Salary:

£32,000 – £35,000 depending on experience

Benefits:

• Life Cover – 3 x Salary
• 25 Days Holiday plus Bank Holidays
• Holiday Purchase Scheme (after probation)
• Free Flu Vaccination
• Parking available on a shared rota
• Auto Enrolment Pension

About the Company:

An established and growing financial planning practice is seeking a Client Services Specialist to join its support team. This is an excellent opportunity for someone with experience within financial services administration who is looking to further develop their career within a professional and supportive environment. The business offers future progression opportunities into Paraplanning or Senior Client Services roles.

Key Responsibilities:

• Complete presale administration, including adding client information to the XPLAN database and creating/updating Wealth Reports.
• Prepare and gather information such as Letters of Authority (LOAs) and policy information checklists.
• Undertake meeting preparation and provide advisers with complete documentation ahead of client meetings.
• Carry out basic report writing including Fund Switches, Reviews, and New Business cases.
• Conduct basic research using systems such as FE, Defaqto, and Cashcalc.
• Process New Business and Review Case administration, including submitting applications to providers online and via manual forms.
• Ensure cases are progressed efficiently and placed in force as quickly as possible.
• Maintain accurate client files in line with compliance standards.
• Support paraplanners and assist with wider administration duties where required.
• Handle incoming and outgoing telephone calls with clients, providers, and external partners professionally and efficiently.

What We’re Looking For:

• Understanding of the financial planning process.
• Excellent written and verbal communication skills.
• Strong analytical skills and attention to detail.
• Ability to work independently and as part of a team.
• Strong organisational skills with the ability to prioritise workload effectively.

Desirable Skills:

• Previous experience within a Financial Planning or IFA environment.
• Experience using systems such as XPLAN, FE, Defaqto, or Cashcalc.
• Desire to progress into a Paraplanner or Senior Client Services role in the future.
• Interest in studying towards industry-recognised Level 4 qualifications (CII or LIBF).

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.