Client Services Administrator

eRecruitSmart

📍 York, England, United Kingdom 💼 Permanent 🕒 Posted June 06, 2026

Apply Now Similar Jobs

Job Description

  Client Services Administrator 
 We have an excellent opportunity for a Client Services Administrator to join this multi award-winning firm of Chartered Financial Planners in Boston Spa, West Yorkshire.
 
  About the company 
 Our client is a renowned and independent multi award-winning financial planning practice with a small but highly accredited, highly qualified and dedicated team.
 
  About the role 
 As Client Services Administrator, you will work collaboratively with Financial Planners & Paraplanners to ensure that clients receive an exceptional level of service as well as complying with FCA rules and regulation and your responsibilities will include:
 Delivering an outstanding client experience
 Supporting the Financial Planners in managing client relationships
 Working alongside the Paraplanners to co-ordinate, manage and implement administration for the client including gathering informati...
            

Ready to Apply?

Submit your application today and join our talented team at eRecruitSmart.

Submit Application

Job Details

Location York, England
Job Type Permanent
Category Business Operations Specialists
Posted Date June 06, 2026
Application Deadline July 16, 2026