Client Services Administrator, Permanent Job, Isle of Man

Support a thriving financial services environment where organisation and attention to detail make a real impact from day one.

The Role
Play a key part in keeping client services and operations running smoothly

• Provide day to day support to IFA and Paraplanning teams
• Prepare and manage documentation for private and corporate clients
• Process new business and pension applications accurately
• Coordinate IFA diaries using Outlook Bookings and Teams
• Manage client queries calls and shared mailboxes efficiently

About You
Bring precision organisation and a strong service mindset to a fast paced team

• Strong attention to detail with excellent written and verbal communication
• Confident organisation and time management skills with ability to prioritise
• Able to work independently and collaboratively within a team
• Committed to delivering high levels of customer service
• IT confident with Microsoft Office and ideally CRM systems

The Reward

• Opportunity to develop skills within financial services
• Exposure to pensions investments and client services operations
• Supportive team environment with ongoing learning