Client Service Administrator

Client Service Administrator

Job description

Client Service Administrator

£24,000 £28,000

Castle Bromwich

BCR / JH / 11005

Bell Cornwall Recruitment is thrilled to present an exciting opportunity for a Client Service Administrator on behalf of our esteemed client based in Castle Bromwich, Birmingham.

We’re seeking a meticulous individual with a passion for providing exceptional client service and ensuring compliance with industry standards.

This role offers an exciting opportunity to contribute to our client’s success and make a meaningful impact.

Key Criteria :

- Financial Services Experience : Minimum 2 years of experience in the financial services industry.
- Work Experience : Previous work experience in an IFA (Independent Financial Advisor) practice.






- Intelligent Office User : Proficiency in using Intelligent Office software.
- Proficiency : in Microsoft Word and Excel.
- Positive Attitude : Demonstrated positive attitude and willingness to learn.
- Team Player : Ability to work collaboratively in a team environment.
- Long-Term Plans : Long-term plans to stay within Client Service within the Financial Services Industry.

Key Responsibilities :

- Comply with relevant regulations and firm procedures consistently.
- Stay updated on industry changes and maintain compliance with standards.
- Conduct thorough research and maintain accurate documentation.
- Provide professional and courteous customer interactions.
- Manage day-to-day administration of Life, Investment, and Pensions products.
- Liaise with clients, providers, and stakeholders effectively.
- Provide training and mentorship to apprentice staff as required.

Benefits :

- 23 days plus Bank Holidays.
- Save 3 days for Christmas break.
- Birthday Leave for Free.
- Loyalty Leave :





1 day after 1-year anniversary, 1 day after 2 years, and 1 day after 3 years (maximum 26 days plus Bank Holidays).
- Office Based : 9-5pm.

Ready to take the next step in your career? Apply now to join Bell Cornwall Recruitment as an Administrative Assistant. For more information, visit our website.

Don’t miss this opportunity to advance your career and make your mark!

▶️ Client Service Administrator
🖊️ Bell Cornwall
📍 Birmingham