Job Title: Client Services Administrator
Location: Ramsbottom
Salary: £32,000 + Benefits
Are you an experienced professional within the Financial Services industry, driven by delivering top-notch client service and eager to be a pivotal part of a dynamic team? If so, we have an exciting opportunity for you!
We are seeking a motivated and detail-oriented Client Services Administrator to join our clients team in Ramsbottom. In this role, you will play a crucial part in organising and supporting our Advisers, ensuring smooth operations and exceptional service delivery.
Key Responsibilities:
· Provide comprehensive “Pre-Sales” administration support, including preparing engagement letters, obtaining quotes, and managing client documentation.
· Ensure the accurate and timely provision of valuations and client information to Advisers.
· Maintain and update our back-office software and client databases to reflect current information.
· Manage Adviser diaries, work logs, and meetings to optimise team efficiency.
· Deliver excellent client service by handling telephone enquiries and meeting/greeting visitors professionally.
· Participate in ongoing training and development to enhance your knowledge and qualifications within the Financial Services sector.
Key Competencies:
· Quality Service Delivery: Demonstrates a commitment to delivering high-quality service with meticulous attention to detail.
· Communication & Relationships: Exhibits strong interpersonal skills with the ability to manage and resolve issues effectively.
· Team Working & Collaboration: Works well within a team, supporting colleagues and contributing to collective success.
· Planning & Prioritising: Shows excellent organisational skills with the ability to manage multiple tasks and deadlines efficiently.
· Using Systems & Processes: Proficient in IT systems and adaptable to change, ensuring adherence to regulatory and governance requirements.
What We Offer:
Holidays: 25 days of annual leave, with additional days based on length of service.
Pension Scheme: 3% employer and 4% employee contributions.
Death in Service: 4x salary coverage.
Private Health Insurance: 75% coverage up to Normal Retirement Date, with a 13-week deferred period.
About You:
Previous experience within the Financial Services industry is essential.
Ideally, you have commenced studies with the CII.
You are a proactive individual with a “can-do” attitude, eager to learn and grow within your role.
If you’re ready to take the next step in your career and make a real impact, we’d love to hear from you. Apply now to join our team and help us deliver exceptional service to our clients!
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