Client Servicing Administrator

Are you a detail-driven admin superstar who thrives in a fast-paced, people-focused environment?

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