Client Servicing Administrator

Time Appointments is working with a highly respected and growing financial services firm that’s on the hunt for a Client Servicing Administrator to support their high-performing Private Client team. If you're looking for a role where your work truly makes a difference and every day brings something new - this could be the role for you! You'll be an essential part of delivering an exceptional client experience. Your behind-the-scenes magic will ensure accurate, timely support to Financial Planners and smooth operations of the business. Key Duties & Responsibilities: * Prepare comprehensive client review packs for upcoming meetings. * Maintain accurate and up-to-date client records in line with internal processes. * Liaise with third parties and internal departments to obtain information and answer client queries. * Prioritise work effectively between emails, tasks, post, reviews and phone calls. * Support, train, and mentor new team members to ensure smooth onboarding and development. * Keep Financial Planners informed of progress and raise any concerns as needed. * Assist with front-of-house duties during reception cover (breaks, sickness, annual leave). * Contribute to the ongoing improvement of systems and processes by providing feedback. * Ensure compliance by maintaining a clear audit trail and using systems accurately. Essential Skills & Attributes: * Proven administrative or secretarial experience, ideally within financial services. * Strong organisational skills with excellent attention to detail. * Confident communicator - written and verbal. * Proficient IT and data management skills. * Ability to follow procedures and manage time effectively. * Professional, trustworthy, and curious with a willingness to learn. * GCSEs/A-Levels in English and Maths (or equivalent) In return, you will receive: * 38 Days Annual Leave - incl. Christmas closure, your birthday off & bank holidays * Fully Funded Training & Exams + Paid Study Leave * Flexible Working & Free Parking * 5% Employer Pension Contribution * Profit Share Bonus & Length of Service Recognition * Healthcare Benefits - Life Cover, Income Protection, Cash Plan & Subsidised Private Healthcare * Wellbeing Perks - Free Drinks, Fruit, Cycle to Work Scheme & Employee Assistance * Regular Social Events & 15% Discount on Legal Services