Senior Client Operations Administrator

• Act as the first point of contact for clients, handling enquiries professionally by phone, email, and in person
• Manage client expectations and ensure a high standard of ongoing client service
• Coordinate client communications and respond to administrative queries
• Organise client and prospective client meetings
• Manage consultants' diaries and workloads as required
• Ensure actions from meetings are diarised, tracked, and completed
• Prepare meeting and onboarding packs
• Complete, submit, and follow up on new business applications
• Check accuracy and compliance of documentation
• Process trades, fund switches, and rebalances within agreed timescales
• Coordinate annual and ongoing client review processes
• Prepare valuation reports and review documentation
• Implement agreed post-review actions and issue follow-up correspondence
• Maintain compliant and up-to-date client files
• Maintain accurate client records and file notes on the CRM system (Intelligent Office)
• Process servicing requests (e.g. surrenders, claims, policy updates)
• Provide general administrative support and team cover when required
• Produce regular management information and performance reports
• Generate and analyse data for business insight, forecasting, and reporting
• Support quarterly reporting and internal communications
• Support group-wide projects and operational initiatives
• Assist with FCA and ad-hoc regulatory reporting requirements
• Identify and escalate risk or compliance issues appropriately
• Contribute to process improvements, training, and team development

• You enjoy supporting clients and take pride in delivering a professional, friendly, and organised service
• You have experience in an administrative, client services, or operations support role, within financial services (essential)
• You're highly organised, detail-focused, and comfortable juggling multiple priorities in a fast-paced environment
• You communicate confidently and clearly, building trusted relationships with clients and colleagues
• You're comfortable working with data and reports, with strong Excel skills and a logical, analytical mindset
• You have experience using CRM or back-office systems, or you're quick to learn new systems (Intelligent Office desirable)
• You understand the importance of accuracy, compliance, and confidentiality in your work

Intelligent Office desirable

• Matched pension contributions up to 5%, plus reinvestment of employer NI savings
• Private medical insurance for all permanent employees
• Life assurance (4 x salary) and income protection (75% salary in long-term illness)
• Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
• Full funding for professional exams, training and subscriptions
• Electric car, cycle-to-work and season ticket schemes
• Long-service awards, referral bonuses, and paid volunteering time