Client Service Administrator | Penarth | Hybrid Working | Career Development Opportunities
Are you passionate about delivering exceptional service and looking for a career with a firm that truly values your contribution? An exciting opportunity has arisen for a Client Service Administrator to join a fast-growing financial planning and investment management firm in Penarth. Offering flexible, hybrid working options and a clear path for career development, this role provides the perfect environment to thrive in a dynamic and supportive setting.
What’s on Offer:
- Salary: £28,000 - £32,000 depending on experience.
- Hybrid working: 2 days in the office, with the remainder working remotely.
- Flexibility: The company is committed to championing flexible working to fit your lifestyle.
- Career growth: Support for professional qualifications (CII or RO part-qualified ideal) and opportunities for advancement.
- Comprehensive benefits: 28 days’ holiday (plus bank holidays), life assurance, income protection, pension, and access to a flexible benefits platform.
- Supportive culture: Be part of a team that values work-life balance, collaboration, and having fun while working hard.
Key Responsibilities:
- Provide outstanding client service, with the customer always at the heart of everything you do.
- Onboard new clients efficiently and provide ongoing support to existing clients with their financial planning needs.
- Build strong relationships with clients, financial advisers, and paraplanners within the team.
- Manage client communications via phone, email, and other platforms.
- Contribute to team projects and help improve internal processes.
The Ideal Candidate:
- Experience within a financial planning environment is essential.
- Knowledge of investment products such as ISAs, pensions, and bonds.
- Strong proficiency in CRM systems.
- A passion for delivering excellent customer service, working as part of a team, and continuously improving processes.
- A self-starter who is motivated to grow and develop professionally.
This is an excellent opportunity to join a privately owned firm that manages a significant portfolio of client assets and is known for its strong culture of support and growth. If you’re looking to take the next step in your career, apply today!