Job Title

We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortgages to clients across the UK.This award-winning firm is renowned for its outstanding reputation and commitment to excellence. With a supportive and forward-thinking culture, they have a strong track record of investing in their people, offering clear pathways for development and career progression. Having experienced substantial growth over the past five years, the business is entering an exciting new phase of expansion, making this a fantastic time to come on board.The Role: This is a brilliant opportunity to join a busy and collaborative Platform Support team. You will be responsible for delivering high-quality administrative and client servicing support relating to investment platforms. From processing new applications to handling platform queries, exits and client transactions, you’ll play a key part in ensuring efficient and compliant platform operations.Key responsibilities include:Supporting colleagues and clients by managing platform queries via email and helplineProcessing transactions, account exits, Letters of Authority, and death notificationsMonitoring cash accounts and ensuring adequate balances for investment activityLiaising with platform providers and internal teams to resolve queries and progress transactionsIssuing statements and client documentation in line with SLAsKeeping accurate and up-to-date client records in back-office systemsContributing to ongoing process improvements and supporting project workWhat we’re looking for: Previous experience in an administrative role within Financial Services Strong working knowledge of Microsoft Office (especially Outlook, Word & Excel)Ability to manage workloads in a fast-paced environment and meet deadlinesExcellent attention to detail, organisation, and communication skillsExperience with investment platforms and client servicing is desirableThe package:Basic salary up to £26,000Discretionary bonusHybrid working model: 2 days in the office, 3 days from home (more during training)25 days holiday plus bank holidays, with the ability to buy/sell leavePrivate Medical Insurance5% employer pension contributionGroup Life Assurance (x4 salary)Group Income ProtectionThis is a fantastic opportunity to join a highly professional, people-focused business where you'll be supported to grow and develop your career.