Shackleton Advisers Limited
City, Newcastle Upon Tyne
A financial services firm based in Newcastle upon Tyne is seeking a Client Servicing Administrator to deliver comprehensive administrative support to clients and advisers. The ideal candidate will possess strong organizational skills, professionalism, and experience in financial services. Key responsibilities include managing client requests, onboarding new clients, and maintaining accurate records. The role offers a collaborative work environment requiring effective communication skills and attention to detail.
Apr 17, 2026
Full time
A financial services firm based in Newcastle upon Tyne is seeking a Client Servicing Administrator to deliver comprehensive administrative support to clients and advisers. The ideal candidate will possess strong organizational skills, professionalism, and experience in financial services. Key responsibilities include managing client requests, onboarding new clients, and maintaining accurate records. The role offers a collaborative work environment requiring effective communication skills and attention to detail.
Shackleton Advisers Limited
City, Newcastle Upon Tyne
Job title: Client Servicing Administrator Reporting to: Newcastle Team Leader Date 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. Dis 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
Apr 17, 2026
Full time
Job title: Client Servicing Administrator Reporting to: Newcastle Team Leader Date 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. Dis 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