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 Duties & Responsibilities:
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Prepare comprehensive client review packs for upcoming meetings.
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Maintain accurate and up-to-date client records in line with internal processes.
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Liaise with third parties and internal departments to obtain information and answer client queries.
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Prioritise work effectively between emails, tasks, post, reviews and phone calls.
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Support, train, and mentor new team members to ensure smooth onboarding and development.
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Keep Financial Planners informed of progress and raise any concerns as needed.
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Assist with front-of-house duties during reception cover (breaks, sickness, annual leave).
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Contribute to the ongoing improvement of systems and processes by providing feedback.
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Ensure compliance by maintaining a clear audit trail and using systems accurately.
Essential Skills & Attributes:
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Proven administrative or secretarial experience, ideally within financial services.
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Strong organisational skills with excellent attention to detail.
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Confident communicator - written and verbal.
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Proficient IT and data management skills.
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Ability to follow procedures and manage time effectively.
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Professional, trustworthy, and curious with a willingness to learn.
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GCSEs/A-Levels in English and Maths (or equivalent)
In return, you will receive:
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38 Days Annual Leave - incl. Christmas closure, your birthday off & bank holidays
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Fully Funded Training & Exams + Paid Study Leave
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Flexible Working & Free Parking
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5% Employer Pension Contribution
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Profit Share Bonus & Length of Service Recognition
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Healthcare Benefits - Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare
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Wellbeing Perks - Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance
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Regular Social Events & 15% Discount on Legal Services
