Job Description
WhereLeamington SpaWhatAdministrationTypePermanentSalary32000 AnnualClient AdministratorLeamington Spa - On-site (Hybrid after probation)Our client is a nationwide financial planning business dedicated to helping individuals achieve their financial goals through clear, tailored advice. With a strong people-first approach, they combine expert guidance with innovative tools to simplify complex decisions and deliver a truly personalised client experience.We are now looking for a Client Administrator to support the delivery of a high-quality, efficient, and client-focused service.What you'll do:Act as a key point of contact, providing a professional and personable service to clientsSupport Financial Planners with the delivery of tailored financial adviceManage client administration including documentation, valuations, and new business processingCoordinate meetings, manage diaries, and maintain accurate client recordsContribute to a collaborative team focused on delivering exceptional client outcomesWhy our client's team?Join a forward-thinking organisation with a strong reputation in financial planningWork within a supportive, collaborative, and professional environmentBe part of a growing business with a clear vision and focus on client experienceOpportunity to develop your career within financial servicesWhat you'll bring:Experience within a client-focused or administrative role (financial services is preferred)Strong organisational skills with the ability to manage multiple prioritiesExcellent communication skills and professional telephone mannerHigh attention to detail and commitment to delivering quality servicePositive, proactive approach and team-oriented mindsetWhat's On Offer:Competitive salary and annual bonus based on performanceHybrid working after probationGenerous holiday allowance + bank holidaysOngoing training, development, and career progression opportunitiesHow to ApplyPlease submit your CV and a short supporting statement outlining your suitability for the role. Applications will be reviewed on a rolling basis.