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    • Exposure to a broad range of financial planning administration.
    • We're working with a well-established independent financial planning firm based in Finchley,…
    • Prepare documents using Microsoft Office and Google Workspace applications.
    • Assist with bookkeeping tasks using Xero, including invoicing and expense tracking.
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    • At least a year’s experience in a fast-paced financial services administration role, preferably in client and advisor support.
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    • To qualify, you must be between 16 years 6 months and 35 years 6 months, pass a basic fitness test, and have GCSEs grade A – D / 9 – 3 in at least English…
    • To qualify, you must be between 16 years 6 months and 35 years 6 months, pass a basic fitness test, and have GCSEs grade A – D / 9 – 3 in at least English…
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Job Post Details

Client Services Admin - job post

Recruit UK
5.0 out of 5 stars
Finchley
£30,000 - £35,000 a year - Permanent, Full-time

Job details

Pay

  • £30,000 - £35,000 a year

Job type

  • Permanent
  • Full-time

Location

Finchley

Benefits

Pulled from the full job description

  • Financial planning services
  • Company pension

Full job description

Client Services Administrator | Finchley, London | £30,000–£35,000
Reference: 10332

We're working with a well-established independent financial planning firm based in Finchley, North London, who are looking to appoint a Client Services Administrator to join their Operational Support team.

The Role

A varied and hands-on position spanning two key areas - Policy Servicing and Client Reviews Administration. You'll be supporting paraplanners and advisers with day-to-day administration, maintaining the back-office system, processing letters of authority, handling client queries and preparing valuation packs for regulatory review meetings.

What You'll Need

  • Previous experience in an IFA or financial planning administration role
  • Familiarity with back-office systems and provider platforms
  • Strong attention to detail and organisational skills
  • Confident communicating with clients, advisers and providers

What's on Offer

  • £30,000–£35,000 depending on experience
  • A supportive team environment within an established, reputable firm
  • Exposure to a broad range of financial planning administration

If this sounds like the right fit, get in touch today.

Job Types: Full-time, Permanent

Pay: £30,000.00-£35,000.00 per year

Benefits:

  • Company pension
  • Financial planning services

Work Location: In person

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