We’re looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London.

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Working closely with the Head Paraplanner and Operations Manager, you’ll play a key role in supporting both clients and the smooth running of the business. This is a fantastic opportunity to build your career within a supportive and ambitious firm, with full training provided.

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What You’ll Be Doing

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• Supporting client onboarding and ongoing client care

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• Maintaining accurate client records and managing the CRM system

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• Processing client requests, including withdrawals

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• Assisting with tax returns and client portal management

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• Handling office administration and supporting daily operations

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• Supporting compliance and regulatory requirements

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What We’re Looking For

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• Experience within an IFA or financial services environment

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• Highly organised with strong attention to detail

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• A team player with a proactive, can-do attitude

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• Able to manage tasks independently and work efficiently

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What You’ll Get

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• Annual bonus

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• Private medical & travel insurance

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• Gym membership (Virgin Active or PureGym)

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• £600 annual exam allowance

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• Pension contributions

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• Hybrid working – 2 days from home

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Why Apply?

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Be part of a growing firm where your work truly makes an impact. You’ll gain valuable experience, develop your skills, and be supported every step of the way.