Client Services Administrator (Fintech)

TL;DR

Client Services Administrator (Fintech): Providing customer service and back-office administration for a financial advice SaaS platform with an accent on compliance, record maintenance, and client communication. Focus on managing service inboxes, coordinating with product providers, and ensuring adherence to FCA requirements.

Location: Must be currently located in the UK and possess full rights to work in the UK (no sponsorship provided)

Salary: £25,000 - £29,000 / year

Company

hirify.global is a leading UK financial advice technology provider automating financial advice through a specialized SaaS platform.

What you will do

• Manage PAT and Client Services inboxes and handle all incoming post.
• Coordinate with product providers to fact-find, chase LOA information, and resolve queries.
• Provide administrative support to the Personal Advice Team using internal processes and systems.
• Keep clients updated on the progress of their service cases and escalate complex queries.
• Implement client advice on third-party systems and maintain exemplary business records.
• Ensure full adherence to FCA requirements and company information security policies.

Requirements

• Must be based in the UK with full right to work (no sponsorship available)
• Experience in a customer service environment, preferably in an internet-based business.
• Understanding of financial services, ideally within the regulated financial advice sector.
• High level of competence in Excel, including the use of VLOOKUPs.
• Strong administrative, organizational, and time management skills.
• Ability to communicate effectively and credibly at all levels.

Nice to have

• Experience using Intelligent Office.

Culture & Benefits

• Flexible working with a priority on sustainable work/life balance.
• Collaborative learning culture promoting psychological safety.
• 25 days annual leave plus bank holidays, and a paid day off for your birthday.
• Comprehensive health package: private medical insurance, dental, and health cash plans.
• Professional growth: £500 individual training budget and 6 paid days for self-development per year.
• Company pension with up to 10% employer contribution and performance-based bonus scheme.