Northallerton
Client Service Administrator – up to £32,000
Overview:
An established and client-focused financial planning firm is seeking a Client Service Administrator to support the delivery of high-quality advice and maintain strong relationships with clients. This is a collaborative role where you’ll work closely with advisers, clients, and internal teams to ensure a smooth and professional experience throughout the financial planning journey.
Key Responsibilities:
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Provide exceptional, personalised client service to ensure a smooth and efficient experience
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Prepare and manage client documentation and maintain accurate client records
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Liaise directly with clients, attend meetings where needed, provide updates, and respond to queries
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Support the coordination of client administration, including tracking investments and assisting in the execution of financial plans
Candidate Profile:
The ideal candidate will have at least 2 years of experience in financial services, with a strong focus on client care and operational support. They will be a confident communicator, highly organised, and proficient in Microsoft Office tools. Attention to detail and the ability to work collaboratively in a fast-paced environment are essential.