Client Services Administrator - Newton Abbot - Devon

£22-25k, Pension, 33 days holiday inclusive - Banking, Insurance and Finance
Ref: 181 Date Posted: Monday 02 Aug 2021
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We require an experienced Administrator with experience of working in an IFA Company to effectively assist and support a small Advisory Team in delivering an excellent and professional ongoing service to clients. 

Key responsibilities: 

Review scheduling and preparation  

  • Ensure all client details and relevant review schedules are entered onto client management database
  • Ensure accurate valuation reports and review packs are prepared for adviser in a timely fashion
  • Evaluation of client profitability from system reports
  • Ensure all remuneration is added to the system, and that the correct level of remuneration is being received

Client servicing/ongoing administration 

  • Ensure all clients have annual review dates on client management database
  • Process incoming mail received from clients, or relating to a client, and update client management database accordingly
  • Ensure that all client queries are resolved as quickly and efficiently as possible
  • Act as first point of contact for clients for all admin-related queries
  • Maintain and update all forms and templates 
  • First point of contact for answering telephone 
  • Assist with general admin duties during absence and holidays
  • Open communication with team and advisers
  • Ensure emails are dealt with promptly

Key skills: 


  • Ability to work within agreed business processes 
  • Attention to detail and accuracy 
  • Ability to work to deadlines 
  • Able to work methodically, accurately and neatly  
  • Good oral and written communication skills  
  • Good IT skills 
  • Ability to work to agreed outcomes without supervision 
  • Ability to work as part of a team  
  • Neat personal appearance
  • Ability to stay calm under pressure 


  • Financial services experience 
  • Understanding of financial planning process 
  • Knowledge of Intelligent Office

Qualifications (desirable): 

  • CF1 certificate 
  • Working towards Level 4 Diploma 


  • Salary £22,000-£25,000 per year dependent upon experience  
  • Pension 3% Employer Contribution   
  • Dependent support days  
  • 25 days holiday 
  • Opportunity to study for a professional qualification

Location:  Bovey Tracey, Newton Abbot 

Hours: 8:30-5pm, Mon-Fri