Join to apply for theClient Services Administratorrole atHeat Recruitment 16 hours ago Be among the first 25 applicants Join to apply for theClient Services Administratorrole atHeat Recruitment Client Service Administrator – Boutique IFAAre you an experienced IFA Administrator who thrives in a client-focused, boutique environment? Do you take pride in supporting advisers to deliver an exceptional client journey—and want to be part of a collaborative, close-knit team? Client Service Administrator – Boutique IFAAre you an experienced IFA Administrator who thrives in a client-focused, boutique environment? Do you take pride in supporting advisers to deliver an exceptional client journey—and want to be part of a collaborative, close-knit team?We’re delighted to be working exclusively with a highly regarded, values-led financial planning firm, seeking aClient Service Administratorto join their growing team. Based in a beautiful countryside setting, this is a full-time role with the possibility of1 day per week working from homefor the right candidate.The RoleResponsibilitiesAs Client Service Administrator, you’ll play a central role in the firm’s day-to-day operations. You’ll be responsible for:Contacting providers and handling all related correspondence Processing new business from start to finish Preparing meeting packs and client documentation Supporting the advisory and paraplanning teams with high-quality client servicingYou’ll work closely with a team of friendly professionals who care deeply about the work they do and the clients they serve.What They’re Looking ForExperience in IFA or financial planning administration Experience in an SME or boutique firm—you’re not after the corporate grind A professional and personable individual, ideally with life experience (ex-military or ex-NHS backgrounds welcomed) Comfortable commuting by car or public transport to a rural locationPackage & Benefits25 days holiday + bank holidays + your birthday off An extra day’s holiday for each year of service Private medical insurance (after probation) Pension matched up to 5% (NEST) A warm, down-to-earth team who genuinely value one anotherSeniority levelSeniority level Mid-Senior level Employment typeEmployment type Full-time Job functionJob function Other Industries Staffing and Recruiting Referrals increase your chances of interviewing at Heat Recruitment by 2x Get notified about new Client Services Administrator jobs inExeter, England, United Kingdom . Exmouth, England, United Kingdom 3 hours ago Department Administrator - Private ClientExeter, England, United Kingdom 3 weeks ago Business Support Officer – Anti-Social Behaviour - 30 HoursTorquay, England, United Kingdom 2 weeks ago Exeter, England, United Kingdom 1 week ago Crediton, England, United Kingdom 2 days ago Exeter, England, United Kingdom 1 week ago Exeter, England, United Kingdom 1 day ago Exeter, England, United Kingdom 2 weeks ago Exeter, England, United Kingdom 3 days ago Exeter, England, United Kingdom 15 hours ago Crediton, England, United Kingdom 1 day ago Teignmouth, England, United Kingdom 1 week ago Exeter, England, United Kingdom 3 days ago Exeter, England, United Kingdom 1 week ago Exeter, England, United Kingdom 2 weeks ago Exeter, England, United Kingdom 2 days ago Exeter, England, United Kingdom 2 weeks ago Farringdon, England, United Kingdom 2 weeks ago Uffculme, England, United Kingdom 3 weeks ago Exeter, England, United Kingdom 1 month ago Exmouth, England, United Kingdom 15 hours ago Exeter, England, United Kingdom 1 day ago Poole, England, United Kingdom 1 month ago Torquay, England, United Kingdom 17 hours ago Exeter, England, United Kingdom 3 days ago Poole, England, United Kingdom 2 weeks ago ADMINISTRATOR/BOOKKEEPER (THE FIRS, EXMOUTH)Exmouth, England, United Kingdom 2 weeks ago Poole, England, United Kingdom 2 weeks ago Exeter, England, United Kingdom 1 day ago PA to Director of Finance and Director of Corporate Services - 37 HoursTorquay, England, United Kingdom 1 week ago Construction team Coordinator - AdministrationExeter, England, United Kingdom 3 weeks ago Exeter, England, United Kingdom 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr
Job Title
Client Services Administrator