Vacancy details

Financial Client Services Administrator

Salary range: Competitive Categories: Administration, Customer Service, Finance, Miscellaneous, Wealth Management Employment term: Permanent Location: Fareham, Hants Vacancy Status: Vacancy Open Posted on: November 22nd, 2022 Apply now

Financial Client Services Administrator

Farnham, Hampshire

Highly competitive salary (please apply for information) including generous holidays, Private Health insurance and study assistance

Our client is a highly successful, privately owned  financial planning company dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.  Today the company manages and advises on over £2.7 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.

Job requirements:

You will need:

  • 5 years+ experience in a financial service’s operational environment
  • Have relevant and extensive knowledge of Financial Planning – Client Services
  • Have industry relevant knowledge of Investments, ISAs, Bonds, Pensions and Protection
  • Have a proficient level of industry technical knowledge
  • Be customer focused
  • Be a team player as well as being self-motivated
  • Have a strong attention to detail, with a real focus on quality
  • Familiarity with CRM systems


Generous remuneration package depending upon experience. 28 days holiday, plus bank holidays. Group Life, Income Protection and Pension. Private Medical and study assistance provided after probation, flexible benefits platform.

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