We're looking for an organised and customer-focused Client Services Assistant to join our Clients growing team. This is a key role supporting Financial Planners and Relationship Managers, ensuring clients receive a professional, efficient, and high-quality service at every stage.
You'll play an important part in delivering excellent client outcomes while supporting responsible business practices and maintaining the highest standards of integrity.
What You'll Be Doing
Managing new and existing business processes from start to finish
Preparing client documentation, valuations, and financial planning packs
Liaising with providers, legal parties, and clients to handle changes and queries
Maintaining accurate and up-to-date client records and systems
Supporting client meetings and updating records post-appointment
Monitoring tasks, chasing outstanding items, and meeting service standards
Assisting with reporting, including client profitability analysis
Providing occasional reception cover and front-of-house support
What We're Looking For
At least 2 years' administrative experience
Strong communication and customer service skills
Excellent organisation and attention to detail
Confident using Word, Excel, and Outlook
A proactive, positive, and professional approach
Ability to work collaboratively and handle multiple priorities
Why Join Us?
22 days holiday + bank holidays + extra days over Christmas
Birthday off (if it falls on a working day)
Pension scheme & death in service benefit
Free financial planning service
Full support toward industry qualifications
Annual company conference and development opportunitiesJoin a supportive and collaborative team where your contribution makes a real difference to both clients and the business.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website
Salary description
£26000.00 - £28000.00 per year