Entry-Level Client Services Administrator

Location: Various UK Locations
Contract Type: Full-time
Department: Client Operations

Are you looking to start your career in financial services? Do you enjoy being organised, supporting others, and delivering great customer service? We’re looking for an Entry-Level Client Services Administrator to join our growing team.

This is a fantastic opportunity for someone at the beginning of their career who wants to gain experience in a professional, supportive environment. Full training will be provided.

About the Role

As a Client Services Administrator, you’ll play an important role in helping our Financial Planners deliver the best possible experience to clients. You’ll learn how to handle a variety of administrative tasks, work with financial documents, and support the smooth running of the client journey from start to finish.

You do not need previous financial services experience — just a positive attitude, willingness to learn, and strong attention to detail.

What You’ll Be Doing

• Setting up new client records and keeping information accurate and up-to-date

• Helping prepare documents and information for client meetings

• Supporting with the processing of new business and client transactions

• Producing clear, accurate emails, letters and paperwork

• Managing client queries and passing messages to the right team members

• Monitoring workflows to ensure tasks are completed on time

• Making sure all work meets company standards and follows compliance guidelines

• Putting the client first in every interaction

Who We’re Looking For

Essential:

• Strong attention to detail

• Confident communication skills (written and verbal)

• Good organisation and time-management

• Comfortable working with computer systems and Microsoft Excel

• A team player with a proactive approach

• Willingness to learn and develop within the role

Desirable (but not required):

• Any exposure to financial services or administration

• Understanding of FCA regulations

Why This Role Is Great for You

• Ideal starting point for a career in financial planning or financial administration

• Full training and support provided

• Opportunity to develop new skills and grow within the team

• Work in a friendly, professional environment with clear progression pathways