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Are you a detail-driven admin superstar who thrives in a fast-paced, people-focused environment?
Time Appointments is working with a highly respected and growing financial services firm that’s on the hunt for a Client Servicing Administrator to support their high-performing Private Client team.
If you're looking for a role where your work truly makes a difference and every day brings something new — this could be the role for you! You'll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business.
Key Responsibilities:
- Prepare comprehensive client review packs for upcoming meetings.
- Maintain accurate and up-to-date client records in line with internal processes.
- Liaise with third parties and internal departments to obtain information and answer client queries.
- Prioritise work effectively between emails, tasks, post, reviews and phone calls.
- Support, train, and mentor new team members to ensure smooth onboarding and development.
- Keep Financial Planners informed of progress and raise any concerns as needed.
- Assist with front-of-house duties during reception cover (breaks, sickness, annual leave).
- Contribute to the ongoing improvement of systems and processes by providing feedback.
- Ensure compliance by maintaining a clear audit trail and using systems accurately.
Essential Skills & Attributes:
- Proven administrative or secretarial experience, ideally within financial services.
- Strong organisational skills with excellent attention to detail.
- Confident communicator – written and verbal.
- Proficient IT and data management skills.
- Ability to follow procedures and manage time effectively.
- Professional, trustworthy, and curious with a willingness to learn.
- GCSEs/A-Levels in English and Maths (or equivalent)
In return, you will receive:
- 38 Days Annual Leave – incl. Christmas closure, your birthday off & bank holidays
- Fully Funded Training & Exams Paid Study Leave
- Flexible Working & Free Parking
- 5% Employer Pension Contribution
- Profit Share Bonus & Length of Service Recognition
- Healthcare Benefits – Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare
- Wellbeing Perks – Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance
- Regular Social Events & 15% Discount on Legal Services
