Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Client Servicing Administrator

Location:

Altrincham

Salary:

£25,000 TO £30,000 DOE

Benefits:

• 25 days holiday plus your birthday off
• Company pension scheme
• Life insurance
• Perkbox / employee discounts
• Company events
• Hybrid working available following successful completion of probation
• Flexible working hours available

About the Company:

Our client is a well-established and client-focused financial planning firm based in Altrincham. They are seeking a professional and personable Receptionist / Client Servicing Administrator to join their Operations Team. This is an excellent opportunity for an organised and proactive individual who enjoys delivering exceptional customer service in a professional office environment.

Key Responsibilities:

• Acting as the first point of contact for clients, managing reception duties including answering and directing calls
• Coordinating meeting room bookings and ensuring rooms are prepared to a high standard
• Running reports via the back-office system to identify clients due for financial reviews
• Supporting advisers by preparing reports and booking client review meetings
• Contacting clients to arrange face-to-face or virtual review meetings
• Managing adviser diaries effectively
• Logging all client interactions and maintaining accurate records within the system
• Following up with clients where contact has not been successful, including written communication in line with company processes
• Preparing client review packs for meetings
• Managing client engagement activities, including birthday communications and gifts
• Maintaining a professional and welcoming office environment
• Supporting general administrative duties, including office supply stock management
• Delivering exceptional customer service both in person and over the phone

What We’re Looking For:

• Strong communication and organisational skills
• Confident and professional telephone manner
• High attention to detail and accuracy
• Ability to prioritise workloads and manage multiple tasks effectively
• Proactive, flexible, and team-oriented approach
• High level of integrity and respect for confidentiality
• Client-focused with a professional and personable manner

Desirable Skills:

• Previous experience within a financial services or professional services environment
• Proficiency in Microsoft Office including Outlook, Word, Excel, and Teams
• Experience using CRM or back-office systems
• Experience supporting advisers or client servicing teams

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.