Client Services Administrator

IFA Administrator - Fareham, South East England

Ref: 1558Thursday 23 May 2024

£28,000 - £32,000

Are you a skilled communicator with a knack for troubleshooting and delivering top-notch service? We're seeking a Client Services Administrator to join a dynamic team in the wealth management sector based in Fareham.


Why Apply?

This role presents a unique opportunity to join a prestigious wealth management firm committed to enhancing everyone's relationship with their wealth. With a focus on excellence and customer service, our client offers a supportive and fulfilling work environment.


Key responsibilities include:

  • Putting the customer at the forefront of all interactions
  • Familiarizing yourself with the company's values and offerings
  • Efficiently onboarding new clients and servicing existing ones
  • Cultivating strong relationships with clients, advisers, and paraplanners
  • Contributing positively to team dynamics and morale
  • Communicating effectively with clients via various channels
  • Willingness to engage in occasional business projects


The ideal candidate will possess:

  • Experience in a financial planning environment
  • Knowledge of investment products such as ISAs, Pensions, and Bonds
  • Proficiency in using CRM systems
  • Ability to challenge existing processes constructively
  • Strong passion for delivering exceptional customer service
  • Self-driven attitude towards personal development
  • CII or RO part-qualified preferred


Company Benefits:

  • Hybrid working – 2 days in the office and 3 from home
  • 28 days' holiday (plus bank holidays)
  • Life assurance
  • Income protection
  • Pension scheme
  • Access to our flexible benefits platform
  • Vibrant company culture focused on both work and fun
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