Client Servicing Administrator

Shackleton Advisers Limited; Newcastle upon Tyne; On-site; GBP 25,000 - GBP 30,000; Full time

Job summary

A financial services firm in Newcastle upon Tyne is seeking a Client Servicing Administrator to provide comprehensive administrative support. The candidate will manage client interactions, onboard new clients, and maintain client records with a focus on accuracy and compliance. Strong communication skills and proficiency in Microsoft Office are essential. This position requires attention to detail and the ability to work collaboratively within a team. Interested applicants should send their CV to [e-mail].

Qualifications

• Experience in an administrative role, ideally in the financial services sector.
• Ability to communicate clearly and concisely, both verbally and in writing.
• Demonstrated ability to manage workloads effectively.

Responsibilities

• Provide ongoing service and support to clients alongside financial advisers.
• Manage client interactions and assist with onboarding new clients.
• Ensure client records are maintained accurately and in line with procedures.
• Generate invoices and assist with ad-hoc projects as needed.

Skills

Proficient with Microsoft Office

Attention to detail

Communication skills

Ability to manage multiple tasks

Discretion and professionalism

Tools

CRM systems

Job description

Discover what personalised financial advice really feels like

Job title: Client Servicing Administrator
Reporting to: Newcastle Team LeaderDate of Issue: January 2026

Role objective

Our Client Servicing Administrators provider comprehensive administrative and operational support to our clients and advisers on an ongoing basis and in line with agreed service levels and standard. This role will form an important part of our Newcastle administration team in providing an excellent standard of service to our clients and advisers alike. An ideal candidate will be organised, detail oriented, professional and confident in managing relationships with clients and advisers.

Key responsibilities

Administration

• Work closely with our financial advisers to provide ongoing service and support to clients as part of a pooled team.
• Conduct all client and third-party interactions professionally and in line with company policy and procedures.
• Manage all client and advisory requests through to a timely resolution.
• Assist with onboarding new clients.
• Preparation of client correspondence, forms and documentation.
• Ensure client and plan records are created and maintained on our systems accurately and updated on a timely basis in line with procedures, Data Protection Policy and service levels.
• Ensure client review meetings are arranged and overseen through to completion in line with agreed service levels, working alongside advisers and colleagues to deliver value added service to our clients.
• Generate invoices and fee expectations in line with the finance process.
• Perform ad-hoc tasks and get involved with projects as needed to support the team and wider business.

General responsibilities

• Always be flexible to work across all propositions as needed and provide a one team approach.
• Ensure all key administrative tasks are carried out within set deadlines to a high standard of excellence and accuracy, understanding the impact to the business if not adhered to.
• Conduct personal learning, training, and assessment exercises in accordance with your individual T&C plans, demonstrating competence in relevant FCA compliance areas.

Compliance

• Ensure personal data (client and employee) is securely held and properly utilised in accordance with the principles of Data Protection Act.
• Handle any complaints in accordance with company procedures and regulatory requirements.
• Report to the Operations Manager any wrongdoing by the company or our employees which fall short of the Whistle blowing business principles.
• Report any potential breaches, including weaknesses in current systems to the Operations Manager.

This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.

Person specification

Knowledge and experience

Required

• Proficient with Microsoft Office.
• Discretion and professionalism when handling sensitive data.

Preferred

• Previous experience of administrative role, ideally in the financial services sector.
• Familiarity with CRM systems.

Personal skills

• Strong attention to detail and commitment to accuracy.
• Ability to communicate clearly and concisely, both verbally and in writing.
• Demonstrated ability to manage multiple tasks and meet deadlines.
• Ability to manage workloads effectively.
• Team-oriented with a collaborative approach to problem solving.
• Ability to follow internal processes and procedures and can act on initiative to resolve non-standard issues, seeking support where relevant.

If you are interested in learning more about this role or want to apply, please send your CV/Application to [e-mail]