Client Servicing Administrator Vacancy.
Are you passionate about delivering excellent client service and providing high-quality administration support within a busy financial planning environment? Does the idea of working for a leading Independent Financial Advisory firm excite you? If you’re nodding your head, keep reading.
The Opportunity
We are seeking to recruit an organised and client-focused Client Servicing Administrator who will play a key role in supporting our Independent Financial Advisers, clients and wider operational teams.
As a Client Servicing Administrator at Baggette + Co., you will provide essential administrative support across the client journey, helping ensure excellent service standards and smooth day-to-day operations. From managing client communications and preparing review documentation to processing Letters of Authority and maintaining accurate records, you’ll become a trusted and valued part of our Client Servicing Team.
You’ll work closely with our IFAs in Dorset, the Research and Planning team and other operational departments, contributing to a collaborative culture focused on delivering exceptional client outcomes.
This role is ideal for someone who enjoys working in a fast-paced environment, takes pride in delivering excellent service and is looking to build a long-term career within financial services.
Responsibilities will include:
- Working effectively within the Client Servicing Team to ensure high service standards are delivered to both internal and external clients.
- Managing regular communication with clients and colleagues by telephone, email, written correspondence and face-to-face interaction.
- Handling the daily administration and submission of Letters of Authority accurately and efficiently.
- Obtaining and preparing client review documentation, including valuation reports and meeting paperwork.
- Utilising the company CRM system to ensure processes are followed and tasks are completed in a timely manner.
- Ensuring company systems and databases are maintained accurately and kept fully up to date for audit purposes.
- Working closely with advisers, the Research and Planning team and wider departments to support smooth operational delivery.
- Participating proactively in team meetings and contributing positively to team objectives.
- Working within company compliance procedures and FCA guidelines at all times.
- Answering incoming telephone calls in a professional and timely manner.
- Supporting wider administrative and operational tasks where required.
- Participating in ongoing training and development relevant to the role.
Flexibility is our Middle Name
We know that work-life balance is essential.
That’s why we offer flexible working arrangements to help you achieve a fulfilling career without compromising your personal life:
- Position:
Full-time and permanent. - Location:
Our HQ overlooks the beautiful Holes Bay in Poole, Dorset, with the ability to have a hybrid working pattern.
- Work Hours:
Our standard working hours are 8:30am-5:00pm with an hour of ‘you time’ for lunch. However, our team works a variety of different hours that work for both of us. - We’re firm believers in measuring output rather than hours at a seat. Let’s have a conversation!
About You
Experience:
- Proven administration experience, ideally gained within financial services or with a genuine interest in building a career within the industry.
- Excellent communication and customer service skills with the confidence to interact with clients at all levels.
- Proficient use of Microsoft Office including Outlook, Word and Excel.
- Experience using financial services back-office systems, including Intelligent Office, would be desirable but not essential.
Critical Competencies:
- Able to work well within a collaborative team environment and under your own initiative.
- Approachable, personable and adaptable, with a genuine desire to deliver an excellent client experience.
- Highly organised with excellent time management skills and the ability to prioritise workloads effectively.
- Strong attention to detail with a commitment to producing high-quality work.
- Comfortable working in a fast-paced environment and managing competing priorities.
- Strong client care skills with a professional and personable telephone manner.
- Resourceful, proactive and positive in your approach to work.
- A team player who enjoys building productive working relationships across the business.
About Us
Since 1986, Baggette + Co. has been helping UK retail and business investors achieve their financial goals through tailored, independent advice. We are proud to hold the status of Chartered Financial Planner from the Chartered Insurance Institute (CII).
Based in Poole, Dorset, we’re dedicated to our clients’ long-term success. Our team of experienced financial advisors proudly serves over 1,000 clients and manages over £350 million in assets.
At Baggette + Co., we’re lucky to have an amazing team of people who truly care about our clients. They’re experts in their field, always going the extra mile to deliver top-notch service.
We help our clients achieve their financial goals with genuinely independent financial advice. We believe everyone deserves financial security and peace of mind. We’re committed to providing clear, straightforward advice and the highest-quality service to help all our clients achieve these goals.
Our team is passionate about what we do and loves finding new ways to support our clients. We’re proud of the friendly and supportive culture we’ve built – everyone here is focused on making sure our clients have a great experience. This results in a team that’s not just talented and dedicated but truly makes a difference in our clients’ lives.
Perks + Benefits
It’s not just about the work – we want you to love your time at Baggette + Co.
That’s why we offer a fantastic range of benefits to support your well-being and help you thrive, both inside and outside the office:
Annual Leave
24 days annual leave + Bank Holidays
Happy Birthday
Your birthday day off – so it’s all about you!
Christmas Holidays
Office closure over Christmas so you can spend quality time with loved ones
Volunteering Days
Volunteering days so you can make a difference to your local community
Bonus
Discretionary Annual Bonus (based on company and individual performance)
Pension
Invest in your future with our Company Pension Scheme
Socials
Regular socials and team events
Financial Review
Optional personal financial review with an in-house Financial Adviser each year
Training + Development
Personalised Training & Development Plans with relevant exams fully paid by us
Peace of Mind
Death in Service Benefit of 4x Annual Salary
Eye Care
Funding towards eye tests and glasses
Ready to join?
If you feel that this is the right role for you, please send your CV and a compelling cover email to Catrin Promitzer, Head of Client Services at [email protected].
Alternatively, if you would like to chat first, please call us on 01202 676983.
