Client Services Administrator – Financial Planning | Career Growth Opportunity

Join a leading global financial planning firm and build your career in financial services. We're looking for a proactive and detail-oriented Client Services Administrator to support our financial advisers and provide exceptional service to our valued clients.

About the Role:

This is a fantastic opportunity to gain hands-on experience in the financial advice industry and be part of a dynamic, supportive team. You'll play a key role in ensuring smooth client service delivery and contribute to the success of a global business.

Key Responsibilities:

Build and manage trusted client relationships

Assist in the implementation of financial advice

Prepare, process and track client documentation

Liaise with global teams to deliver timely client outcomes

Maintain accurate client records and CRM updates

Support internal teams with research, admin, and reporting

Answer client and partner calls; greet visitors

Manage general admin duties (mail, scanning, database updates)

What You’ll Bring:

Prior experience in financial services or professional office admin

Excellent organisation and time management skills

Strong written and verbal communication abilities

High attention to detail and ability to manage multiple priorities

A genuine interest in financial planning and client support

Why Join bdhSterling?

Supportive and inclusive team culture

Ongoing training and development pathways

Exposure to both UK and Australian financial planning services

Competitive salary based on experience

Extra day off for your birthday and bonus Christmas leave

Staff discounts and award-winning Employee Assistance Program

Extra annual leave with service milestones

If you’re passionate about client service and ready to grow your career in financial planning, we’d love to hear from you.

Apply now to join a team that truly values its people and empowers career growth.