Client Services Administrator

We're looking for an organised and customer-focused Client Services Assistant to join our Clients growing team. This is a key role supporting Financial Planners and Relationship Managers, ensuring clients receive a professional, efficient, and high-quality service at every stage.

You'll play an important part in delivering excellent client outcomes while supporting responsible business practices and maintaining the highest standards of integrity.

What You'll Be Doing

Managing new and existing business processes from start to finish
Preparing client documentation, valuations, and financial planning packs
Liaising with providers, legal parties, and clients to handle changes and queries
Maintaining accurate and up-to-date client records and systems
Supporting client meetings and updating records post-appointment
Monitoring tasks, chasing outstanding items, and meeting service standards
Assisting with reporting, in...