Financial Services Administration

Reference ID



Financial Services Administration


to £20,000 + benefits

Contact Person

Angela Liscombe

Job description

Administrator / Junior Client Relationship Manager

Leicestershire (Our Ref AL1004)

Salary to £20,000 pa + benefits


Overview & Job Purpose

To provide effective and speedy support to the IFAs to enable them to provide an exceptional service and accurate advice to our clients and to help achieve our objective to help more people in more places to live the life they want to live.


Main Duties & Responsibilities

·        Responsible for the ownership of the client relationship and acting as an additional and key point of contact for existing clients and as the key point of contact for new clients.

·        Ensuring that the IFAs have access to effective and high quality administrative support services to help to improve their efficiency and to enable them to spend more time generating revenue and new clients.

·        Ensuring that the business is compliant in all areas in relation to internal processes and workflows.

·        Providing a level of service and support that puts the companys clients best interests at the heart of everything they do.

·        To improve new and existing clients experience, by prompt response and taking actions to any queries and transactions clients may require.



·        Proven experience as an Administrator within Financial Services.

·        Background in customer service and a customer-oriented attitude

·        Experience tracking relevant KPIs (e.g. customer satisfaction)

·        Proficient in MS Office, with working knowledge of CRM Platforms (e.g. Intelligent Office)

·        Excellent communication and negotiation skills

·        Problem-solving aptitude

·        Ability to work well with a team

·        Organisational Skills

·        Attention to detail and accuracy


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