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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