Senior Financial Administrator

We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.

Key Responsibilities

• Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
• Meet and greet clients and guests on arrival at the office.
• Organise client and prospective client meetings, managing all Financial Planner's diaries effectively.
• Prepare and issue client documentation before and after meetings in line with business processes.
• Attend client meetings when required.
• Ensure action points from meetings are recorded, allocated, and completed promptly.
• Open and maintain client files to required compliance standards.
• Complete Anti-Money Laundering (AML) checks.
• Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
• Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
• Complete checklists, scan and file documentation to the back-office system.
• Provide weekly Management Information to the Practice/Operations Manager.
• Support with internal events (e.g., annual client Christmas event).
• Open, log, scan and allocate all incoming post.
• Manage Financial Planner's general queries, calls and invitations.
• Attend and record weekly team meetings and quarterly open forum meetings.

Skills & Experience

• Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment.
• Strong organisational skills with the ability to manage multiple diaries and competing priorities.
• Excellent communication skills (written, verbal and in-person).
• High attention to detail and accuracy.
• Proficient in Microsoft Office and comfortable with CRM/back-office systems.
• Professional, approachable, and discreet in handling sensitive information.
• Client-focused with a proactive, "can-do" attitude.
• Friendly, professional and confident in dealing with clients and colleagues.
• Team player with the ability to work independently when required.
• Reliable, trustworthy and conscientious.
• Car driver.

A fantastic benefits package including -

• 4 day working week.
• 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
• 1 week off for Christmas, not taken from your annual leave entitlement.
• Company pension scheme (after 3 months).
• Private Medical Insurance (after 12 months).
• Summer & Christmas bonus based on company performance.
• Team away days and social events throughout the year.
• Supporting, friendly team with opportunities to progress.