Client Account Administrator – Financial Services, Near Letchworth, £25,000–£30,000

Holiday: 30 days plus bank holidays

The Opportunity

A highly respected and growing Independent Financial Advice firm near Letchworth is looking for a Client Account Administrator to join its friendly and supportive team.

This is an excellent opportunity for someone with strong customer service skills and experience liaising with providers, who is looking to develop their career within financial services.

You’ll play an important role in supporting the wider team, helping to deliver an excellent client experience while ensuring queries are handled efficiently and information is obtained in a timely manner. Previous IFA experience would be beneficial, but candidates with relevant customer service, administration or provider-facing experience will also be considered.

Key Responsibilities

• Acting as a point of contact for client and provider queries.
• Liaising with pension, investment and insurance providers to obtain information and chase outstanding requests.
• Responding to emails and telephone enquiries in a professional and timely manner.
• Monitoring outstanding cases and following up with providers to ensure progress.
• Updating client records and maintaining accurate information on internal systems.
• Assisting with client documentation, policy information and general administrative tasks.
• Supporting Financial Advisers and Paraplanners with day-to-day client servicing.
• Ensuring clients receive a professional, efficient and friendly service.

About You

• Previous experience in customer service, administration or a client-facing role.
• Experience dealing with external providers or third parties would be advantageous.
• Excellent communication skills and a confident telephone manner.
• Strong organisational skills and good attention to detail.
• A proactive approach to resolving queries and following up outstanding requests.
• Comfortable using IT systems and Microsoft Office.
• A positive, team-focused attitude and a willingness to learn.
• An interest in developing a career within financial services.

What's on Offer?

• Salary of £25,000–£30,000, depending on experience.
• 30 days' holiday plus bank holidays.
• Excellent staff benefits package.
• A friendly and collaborative working environment.
• Training and development opportunities.
• Genuine long-term career progression within a growing financial planning firm.

If you have excellent customer service skills, enjoy building relationships and are confident liaising with providers, this could be a fantastic opportunity to join a supportive firm where you can develop your knowledge and build a long-term career.

Apply today to find out more!