Client Service Administrator

This Client Service Administrator role in Castle Bromwich is available within a highly recognised firm for their growth and high-quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.

As a Client Service Administrator, you will be providing support to clients regarding inquiries, performing administration duties. Also, you will be supporting the Paraplanners and Financial Advisers to provide great service to clients.

The duties include:

• Client service dealing with client queries, phone and email.


• Placing new business onto various platforms


• Dealing with policy servicing for clients


• Preparing client files


• Supporting Financial Advisors and Paraplanner’s


• Collating quotes and valuations

• You should have experience as an Administrator within a financial planning firm.


• You should have excellent communication skills.


• You should have good time management skills.

This independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives. Their team of 10 Financial Advisers services over £500m FuM with desire to grow further.

Client Service Administrator Benefits

• Salary of £28,000-£30,000


• Plus, 3% & 5% pension contribution, 4x DIS, 25 days holiday plus bank holidays and your birthday off and financial support towards exams.


• Office based role with working hours of Monday to Friday, 9am – 5pm


• Free onsite parking


• This company has previously organised team building events with overseas trips!

Castle Bromwich

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