Client Services Administrator

Job purpose:

Want to help us grow our company?  

We’re a small firm of chartered financial planners with an office in the historic market town of Watlington in south Oxfordshire, not far from the Buckinghamshire border.

Our business is doing well. Really well.  So we are looking to add people to our team to help grow the business even further.

One of our current vacancies is for someone who aspires to be a talented administrator in financial services. Perhaps you have some experience in administration but fancy the challenge of working in financial services? We’d be happy to provide training to bring you up to speed. Or maybe you already have a grounding in financial services and are looking for a fresh start?

Whatever your circumstances, here’s what we’re after:

We’re looking for a responsible, diligent and enthusiastic person to help us provide great service to our lovely clients. Your role will be to assist in running the back office functions of the business and we can agree with you whether it is part-time or full-time.

This sound like you?

  • Hard working, committed and positive
  • Ready for any challenge
  • Want to get on
  • Computer literate
  • A team player with a sense of humour
  • Able to communicate clearly
  • Quick learner
  • Excellent attention to detail

What you’d be doing:

  • Updating and maintaining client records on our back office systems
  • Ensuring client reports are delivered in a timely fashion
  • Cross checking of financial documents and general proof reading
  • Interacting with clients
  • Dealing with everyday client queries
  • Producing timely and relevant communications for annual client reviews
  • Producing documents for client meetings


A great package

If you’re the right person for us, you’ll benefit from:

  • A great starting salary
  • Flexible working hours
  • A relaxed office environment
  • Generous holiday entitlement (25 days annual leave, plus bank holidays)
  • A pension scheme
  • Life assurance cover


Interested? Get in touch today

If you think you might be just the person we need, please send us:

  • Your CV
  • A covering letter or email telling us more about you and why you think you’re the right person for the role. This should include specific details of any relevant previous experience and should go to Susi at