Client Services Administrator – Financial Services

Financial services client reporting focus | Structured regulated environment | Stable role with progression or long-term fit | Strong team culture and incentives

If you are looking to build a career in financial services, this Client Services Administrator – Financial Services role offers a structured environment where accuracy, client outcomes and clear documentation are central. As a Client Services Administrator – Financial Services, you will support advisers with client reporting, financial data checks and compliant documentation within a regulated setting.

This Client Services Administrator – Financial Services position suits someone who enjoys working with detail, process and structured workflows. It can support progression into more technical financial services roles, but it also works well for someone who wants a long-term, stable position within a specialist client servicing function where consistency and quality are valued.

Package & Benefits
• Salary £26,000–£30,000 per annum, depending on experience.
• Fully office-based role with free on-site parking and good transport links.
• Smart casual working environment within a structured financial services setting.
• Regular social events and team incentives throughout the year.
• Three major company-wide events per year focused on team engagement.
• Monthly team targets with performance-linked incentives.
• 25 days holiday.
• Pension scheme.

About the Company
You will be joining an established financial services business focused on delivering consistent, compliant and client-focused outcomes. The environment is structured and professional, with a strong emphasis on accuracy, teamwork and long-term client relationships.

Key Responsibilities
• Prepare client meeting packs and supporting documentation for advisers across financial services cases.
• Produce clear and accurate client reports and servicing documentation within compliance frameworks.
• Review financial data, reconcile account activity and maintain accurate client records.
• Support internal teams with updates, clarifications and ongoing client servicing activity.

About You
• Experience in financial services administration, client servicing or reporting-based roles.
• Exposure to financial planning, pensions, investments or wider regulated financial products.
• Experience working with structured processes, financial data or compliance-driven documentation.

If you are interested in this Client Services Administrator – Financial Services opportunity, even if your CV is not fully up to date, we would welcome a conversation. Contact Fintelligent for more information or a confidential discussion.

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