Client Services Administrator - Exclusive to Taylor James
We are exclusively partnering with a highly regarded, award-winning financial planning firm in the City of London to recruit a Client Services Administrator .
Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression , making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management .
Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future , offering a clear development pathway.
Role Overview
- Supporting Financial Planners & Paraplanners with day-to-day administration
- Acting as a first point of contact for clients
- Processing new business applications across core financial products
- Ensuring all transactions are processed accurately and compliantly
- Preparing documentation for client review meetings
- Obtaining client portfolio valuations
Full job specification available on request
Key Requirements
- Minimum 18 months’ experience (essential)
- Experience working with HNW clients (desirable)
- Working towards the CII Level 4 Diploma (desirable)
The Package
- Starting salary: up to c£40,000 + 10% bonus
- Hybrid / flexible working
- Core Working hours: 9am – 5pm
- Company pension: 5% employer contribution
- 25 days holiday + additional days over Christmas shutdown
- Full study support towards professional qualifications
- Private Medical Insurance
- Life Cover: 4x salary
- Regular company social events
To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .