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Client Services Administrator

Recruiter
NJR Recruitment
Location
Scarborough
Contract
Permanent
Work pattern
Not Specified
First listed by Ontap
23 September 2026
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Job description

Client Services Administrator

Scarborough

£25,000 - £26,500

Office Based

NJR Recruitment are delighted to be working with a well-established and highly regarded Independent Financial Planning firm in Scarborough who are looking to recruit a Client Services Administrator to join their friendly and supportive team.

This is a fantastic opportunity for an organised and personable professional who enjoys delivering exceptional client service and thrives in a varied administrative role. Working closely with the Directors, Financial Advisers and Practice Manager, you will play a key role in ensuring the smooth day-to-day running of the office while providing first-class support to both clients and advisers.

As an CS Administrator, you will be responsible for providing comprehensive administrative support across the business, ensuring a professional and efficient service is delivered at all times.

Your responsibilities will include:

Providing a warm and professional welcome to clients and visitors
Answering incoming telephone calls and managing enquiries
Supporting the Financial Advisers with new business processing and client administration
Preparing client files, valuations and review documentation
Processing top-ups, fund switches and ISA transactions
Maintaining accurate client records and updating the back-office system
Liaising with providers and assisting with general client servicing
Scanning, photocopying and managing incoming and outgoing post
Assisting with the day-to-day administration and organisation of the office
Ensuring all work is completed in line with FCA regulations and company procedures

About You

Previous experience within an IFA Administration or Financial Services Administration role is preferred, but any previous office experience is essential
Excellent organisational skills with strong attention to detail
Professional and confident communication skills
A friendly and approachable manner with a passion for delivering excellent customer service
Comfortable managing a varied workload and supporting a busy team
Good IT skills and experience using Microsoft Office
Ability to work independently as well as part of a close-knit team

What's on Offer

Competitive salary dependent on experience
Opportunity to join a well-established and respected Financial Planning firm
Friendly, supportive and collaborative working environment
Varied and rewarding role with plenty of client interaction
Long-term career stability and development opportunities
Office-based role in the outskirts of Scarborough

This is an excellent opportunity for an experienced Administrator, or someone with Financial Services administration experience, to join a welcoming firm that genuinely values its employees and takes pride in delivering an outstanding service to its clients.

For a confidential discussion or to apply, please contact NJR Recruitment quoting NJR16880

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