About this role
- Annual Salary: £32,000 to £38,000
- Location: Horsham
- Job Type: Full-time
We are seeking a highly organised and proactive Senior Client Services Administrator to join a well-established and professional organisation. Working closely with a team of experienced financial planning professionals, you will provide high-quality administrative support, coordinate day-to-day processes, maintain accurate client records, and help ensure the smooth delivery of client services. This role offers the opportunity to be part of a collaborative, client-focused environment where strong organisation, attention to detail and excellent communication skills are highly valued. Your contribution will play an important role in supporting both the team and clients as they work towards achieving their long-term goals.
Day-to-day of the role
- Provide senior administrative support to Financial Planners and the client service team.
- Write individual, clear, and concise post-review meeting letters.
- Meet and greet clients in our office, serving as a key point of contact.
- Listen and respond to client needs, assisting in onboarding and processing client requirements including withdrawals, deposits, and trading.
- Generate new business applications and paperwork, liaising with providers to obtain information and respond to enquiries.
- Maintain accuracy and up-to-date information in back-office data/CRM (Xplan).
- Prioritise daily tasks using Xplan workflows and assist with the deceased client process.
- Manage incoming and outgoing communications including calls, emails, and post.
- Ensure adherence to regulatory requirements and company policies and procedures.
Required Skills & Qualifications
- Proven experience in financial services.
- Hold or working towards CII R01 to R06 qualifications.
- Customer service-oriented mindset with a commitment to delivering high-quality support.
- Excellent communication skills, with the ability to listen and speak to clients in a compassionate and personable way.
- Strong organisational skills and high-quality written skills with close attention to detail and accuracy.
- Ability to use own initiative with excellent problem-solving skills.
- Excellent numerical skills and IT proficiency, including the ability to use Microsoft software packages.
Benefits
- Competitive Salary
- Company Pension Scheme
- Free on-site parking
- Ongoing professional development and training opportunities
If you are interested in this position, then please apply as soon as possible to be considered.