Junior Client Services Administrator (or Apprentice)

Salary: £20,000 – £25,000 per annum (or apprenticeship equivalent)

The Role

An established financial services firm is looking for a Junior Client Services Administrator (or Apprentice) to join their friendly and professional team, near Horsham.

Reporting to the Operations and Client Services Manager, you’ll provide vital support to advisers and paraplanners, helping ensure smooth day-to-day operations and exceptional service for clients. This is a great opportunity for someone starting out in financial services who’s eager to learn, develop, and grow within a supportive environment.

Key Responsibilities

Provide administrative support to advisers and paraplanners.
Maintain and update client information on back-office systems.
Prepare client letters, valuations, and meeting documents.
Manage diaries and ensure meetings are fully prepared in advance.
Liaise professionally with clients and product providers by phone and email.
Submit new business via online portals and track progress.
Assist with compliance and ensure client files meet FCA standards.
Help prepare client review reports and maintain accurate records.
Support the smooth running of the office and ensure it’s always presentable for clients.
Follow internal processes and contribute to continuous improvement.

About You

This role is ideal for someone at the beginning of their financial services career, with a keen eye for detail and a genuine interest in client care and administration.

Essential skills and attributes:

Strong organisational skills and attention to detail.
Confident communicator with excellent interpersonal skills.
Proficient in Microsoft Office (Word, Excel, Outlook).
Able to manage multiple tasks and meet deadlines.
GCSEs (or equivalent) in Maths and English.
Positive attitude and willingness to learn.
Interest in building a long-term career in financial services.

Experience and personality matter more than qualifications — though study support for professional development can be provided for the right person & great benefits