Client Services Administrator

Client Services Administrator

Job Title: Client Services Administrator

Purpose of Job: To support Financial Planners and ensure smooth delivery of excellent client service and client communication, as per business processes.

Reports To: Business Manager

Salary Range: £23,000 – £28,000 depending on experience

Working Hours: 9-5 pm Monday – Friday

 

About the role

The role of the Client Services Administrator is to deliver excellent customer service to your own group of clients and provide technical administrative support to the Paraplanners and Financial Planner. Experience as an administrator within the Financial Services industry is essential. A training and development programme is available to those who wish to progress further within the industry – you can see an overview of the programme here.

Download the job specification here for full details of the role’s responsibilities, and a list of essential and desirable criteria.

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If you feel you are suitable for this Client Services Administrator role then please apply today to info@janesmithfinancial.com with your CV, a covering letter detailing why you would be suitable for the role, together with your salary expectations.

Please be made aware that some pre-employment background checks will be required for this role.

N.B., we do not accept recruitment agencies.

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Why choose Jane Smith Financial Planning

As a successful and award-winning chartered financial planning firm our ethos is to provide an independent financial planning service, building relationships that last a lifetime with both our clients and our staff. With a small but highly trained and qualified team, Jane Smith is looking for another individual who is enthusiastic, driven, extremely organised and thrives on a busy and challenging role keeping the best possible service and company standards.

We understand the right balance is needed when it comes to work and personal life. So, we do all we can to encourage a good work-life balance, currently working on a 60/40% split of office and home working with potential for early Friday finishes. Coupled with a competitive salary and beneficial perks, we aim to ensure we support each other.

Benefits

25 days holiday (plus bank holidays)

3% employer pension contribution

Health Cashback Scheme enrolment

Training allowance / support towards qualifications

Potential for bonus up to 10% of salary

Potential for hybrid working

Potential for Friday early finishes

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