Client Services Administrator

Financial Services Opportunity: Client Servies Administrator – Falkirk - 1 day a Week in the Office

Join a Leading IFA Firm and Take Your Career to the Next Level!

Are you a detail-oriented, client-focused professional with a passion for financial services? Our client, a highly respected Independent Financial Advisory firm, is looking for a proactive Client Servies Administrator to join their dynamic Falkirk-based team.

In this pivotal role, you’ll provide essential support to Financial Planners, Personal Assistants, and Paraplanners—helping deliver exceptional service to valued clients.

Key Responsibilities:

• Be the first point of contact—welcoming and assisting clients in person and over the phone
• Maintain accurate client records and manage sensitive data
• Prepare review packs, client letters, and documentation
• Liaise with providers to gather key information
• Uphold best practices and ensure high standards of accuracy

Ideal Candidate:

• Solid experience in financial services administration
• Familiarity with Intelligent Office, Curo, or similar back-office systems
• Strong organisational and planning skills
• Excellent communication and client service abilities
• Detail-oriented with sound decision-making skills
• Knowledge of financial planning products and processes

What’s in it for you?

• Salary up to £32K DOE + discretionary bonus
• Hybrid & flexible working to suit your lifestyle
• 24 days holiday, increasing with service
• Study support for professional qualifications
• Excellent benefits: Pension scheme, Death in Service, Permanent Health Insurance, Company Sick Pay, Childcare Vouchers and Cycle to Work Scheme
• Supportive, friendly, and professional working environment

Ready to Make a Difference?

Apply now and become part of a team that values long-term client relationships and continuous improvement.

For more information or a confidential chat, contact Pauline Low at Reed on .