Client Services Administrator

Brook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA / Chartered Financial Planners. This role is permanent, working full time, Monday to Friday, 9-5 at their offices.

Key Responsibilities

Manage the client journey from initial contact to new business processing

Support financial advisers and investment teams with administrative tasks

Liaise with providers via telephone, email, and letter

Communicate effectively with clients by phone, email, letter, and face-to-face

Handle client queries where possible and escalate when necessary

Book appointments and perform general PA duties

Prepare meeting rooms, greet clients, and offer refreshments

Organise and prioritise workload to meet deadlines

Maintain and update the CRM system (Intelligent Office) ensuring compliance

Help create a pleasant, efficient office environment that promotes client satisfaction

The Ideal Candidate

Minimum 5 years' experience in an independent financial planning firm (preferably from a chartered or small IFA firm)

Ethical, honest, and compliant with industry standards

Confident, organised self-starter with excellent time management skills

Strong attention to detail with an eye for accuracy in all tasks is essential

Excellent written and verbal communication skills, including letter writing with strong grammar and spelling

Proficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent Office

A team player who takes direction well, is open to feedback, and willing to ask questions

Ambitious and passionate about delivering outstanding client service, treating clients like family

Comfortable working in a fast-paced, high-volume environment

Willingness to mentor junior colleagues as the role develops

Whats on offer?

• Salary ranges between 29,000 - 35,000 / year DOE
• 25 days holiday, rising by one per year until 30 days + Bank holidays.
• Birthday off
• Pension auto-enrolment
• Private medical insurance
• Free on-site parking

Apply now or contact Luke at Brook Street Cardiff for more information.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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