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Client Services Administrator

Job details
Posting date: 24 June 2025
Salary: £25,000 to £35,000 per year
Hours: Full time
Closing date: 24 July 2025
Location: Exeter, Devon, EX2 6FD
Company: Brook Street
Job type: Permanent
Job reference: BBBH414978_1750762435

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Summary

Brook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA/Chartered Financial Planners.

This role is permanent, working full time, Monday to Friday, 9-5 at their offices. Key Responsibilities

  • Manage the client journey from initial contact to new business processing

  • Support financial advisers and investment teams with administrative tasks

  • Liaise with providers via telephone, email, and letter

  • Communicate effectively with clients by phone, email, letter, and face-to-face

  • Handle client queries where possible and escalate when necessary

  • Book appointments and perform general PA duties

  • Prepare meeting rooms, greet clients, and offer refreshments

  • Organise and prioritise workload to meet deadlines

  • Maintain and update the CRM system (Intelligent Office) ensuring compliance

  • Help create a pleasant, efficient office environment that promotes client satisfaction


The Ideal Candidate

  • Minimum 5 years' experience in an independent financial planning firm (preferably from a chartered or small IFA firm)

  • Ethical, honest, and compliant with industry standards

  • Confident, organised self-starter with excellent time management skills

  • Strong attention to detail with an eye for accuracy in all tasks is essential

  • Excellent written and verbal communication skills, including letter writing with strong grammar and spelling

  • Proficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent Office

  • A team player who takes direction well, is open to feedback, and willing to ask questions

  • Ambitious and passionate about delivering outstanding client service, treating clients like family

  • Comfortable working in a fast-paced, high-volume environment

  • Willingness to mentor junior colleagues as the role develops

Whats on offer?
  • Salary ranges between £25,000 - £35,000/year DOE
  • 25 days holiday, rising by one per year until 30 days + Bank holidays.
  • Birthday off
  • Pension auto-enrolment
  • Private medical insurance
  • Free on-site parking

Apply now or contact Luke at Brook Street Cardiff for more information.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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