Client Services Administrator

Are you an organised, professional individual looking to build a career within a respected boutique financial planning practice?

We are seeking a Client Services Administrator to join a friendly and supportive team. In this role, you will provide vital administrative support to financial planners and ensure a seamless experience for clients. Previous financial services experience is not essential — we are looking for someone with strong organisational skills, attention to detail, and a commitment to delivering excellent client service.

Key Responsibilities:

• Providing administrative support to financial planners and the wider team
• Preparing client documentation and correspondence
• Maintaining accurate client records and updating internal systems
• Managing incoming and outgoing communications with clients
• Supporting the team with general office administration tasks

What We’re Looking For:

• Previous administration experience in a professional environment
• Strong organisational and communication skills
• A keen eye for detail and a proactive approach to work
• A friendly and professional attitude
• Confidence working with Microsoft Office (Word, Excel, Outlook)

This is a fantastic opportunity to join a firm where you will be supported in developing a long-term career.