Position details
06/11/2026
NJR17125
CLIENT SERVICE ADMINISTRATOR
Location
Posted on
Reference
Posted on
Reference
06/11/2026
NJR17125
DESCRIPTION
Client Service Associate
Salary: Up to £30,000
Location: Gloucester
Are you an organised and customer-focused administrator looking to develop your career within financial services? This is an excellent opportunity to join a professional and supportive Client Services team, providing essential administration and client support throughout the financial planning journey.
You\'ll work closely with Financial Advisers, clients and internal teams, helping to deliver a seamless, efficient and professional service.
The Role
As a Client Service Associate, you will provide day-to-day administrative support to advisers and clients, ensuring client requests are progressed accurately and efficiently.
This is a varied role where attention to detail, communication and a proactive approach are essential. You\'ll play an important part in maintaining strong client relationships and supporting the wider financial planning process.
Key Responsibilities
\" Support Financial Advisers with the day-to-day administration of client cases
\" Prepare documentation, obtain policy information and progress client requests
\" Manage client communications and provide regular updates on case progress
\" Arrange and support adviser-client meetings, including preparing meeting documentation
\" Process Letters of Authority (LOAs) and gather information from providers
\" Maintain accurate client records and ensure all activities are appropriately documented
\" Work collaboratively with colleagues to deliver a seamless client journey
\" Prepare cases for handover to the specialist New Business team where required
\" Ensure administrative tasks are completed accurately and within agreed timescales
About You
\" Previous administrative experience, ideally within financial services
\" Strong organisational skills and the ability to manage multiple priorities
\" Excellent attention to detail and accuracy
\" Confident communication and relationship-building skills
\" A proactive, professional and customer-focused approach
\" Ability to work effectively as part of a team
\" Experience using Intelligent Office (iO) and Microsoft Office would be advantageous
\" Knowledge of financial planning processes and products would be beneficial, but is not essential
Why Apply?
This is a fantastic opportunity to develop your career within financial services, gaining valuable experience across client servicing and financial planning administration.
You\'ll join a collaborative team where your contribution will be valued, with the opportunity to build your knowledge and progress within the industry.
If you\'re looking for your next opportunity and enjoy delivering excellent client service, we\'d love to hear from you.
________________________________________
Apply today via NJR Recruitment or call quoting the reference NJR17125
Salary: Up to £30,000
Location: Gloucester
Are you an organised and customer-focused administrator looking to develop your career within financial services? This is an excellent opportunity to join a professional and supportive Client Services team, providing essential administration and client support throughout the financial planning journey.
You\'ll work closely with Financial Advisers, clients and internal teams, helping to deliver a seamless, efficient and professional service.
The Role
As a Client Service Associate, you will provide day-to-day administrative support to advisers and clients, ensuring client requests are progressed accurately and efficiently.
This is a varied role where attention to detail, communication and a proactive approach are essential. You\'ll play an important part in maintaining strong client relationships and supporting the wider financial planning process.
Key Responsibilities
\" Support Financial Advisers with the day-to-day administration of client cases
\" Prepare documentation, obtain policy information and progress client requests
\" Manage client communications and provide regular updates on case progress
\" Arrange and support adviser-client meetings, including preparing meeting documentation
\" Process Letters of Authority (LOAs) and gather information from providers
\" Maintain accurate client records and ensure all activities are appropriately documented
\" Work collaboratively with colleagues to deliver a seamless client journey
\" Prepare cases for handover to the specialist New Business team where required
\" Ensure administrative tasks are completed accurately and within agreed timescales
About You
\" Previous administrative experience, ideally within financial services
\" Strong organisational skills and the ability to manage multiple priorities
\" Excellent attention to detail and accuracy
\" Confident communication and relationship-building skills
\" A proactive, professional and customer-focused approach
\" Ability to work effectively as part of a team
\" Experience using Intelligent Office (iO) and Microsoft Office would be advantageous
\" Knowledge of financial planning processes and products would be beneficial, but is not essential
Why Apply?
This is a fantastic opportunity to develop your career within financial services, gaining valuable experience across client servicing and financial planning administration.
You\'ll join a collaborative team where your contribution will be valued, with the opportunity to build your knowledge and progress within the industry.
If you\'re looking for your next opportunity and enjoy delivering excellent client service, we\'d love to hear from you.
________________________________________
Apply today via NJR Recruitment or call quoting the reference NJR17125
Apply Now
