Location: Carlisle
Salary: From £25,000 per annum (dependent on experience)
Job Type: Full Time
Contract Type: Permanent
Hours: Monday to Friday

Overview
NXT Recruitment is delighted to be working in partnership with a highly respected and forward-thinking financial services organisation to recruit a Client Care Administrator.

This is an excellent opportunity to join a professional, supportive, and growing business where exceptional client service is at the heart of everything they do. As a Client Care Administrator, you will become a key point of contact for clients, providing ongoing support, managing enquiries with empathy and professionalism, and working closely with Financial Advisers to deliver an outstanding customer experience.

The business has built an excellent reputation for investing in its people and promoting from within, offering genuine career progression across a variety of departments. Whether your ambitions lie in client relationship management, administration, paraplanning, compliance, or financial advice, this role provides an excellent foundation for a long-term career within the financial services industry.

Key Responsibilities

- Act as the first point of contact for clients, providing a professional and friendly service
- Build strong relationships with clients while delivering an exceptional customer experience
- Support Financial Advisers with client communications and administrative duties




- Respond to client enquiries promptly via telephone, email, and written correspondence
- Handle incoming and outgoing calls, ensuring enquiries are resolved or directed appropriately
- Work within a regulated environment, following company procedures and industry standards
- Support vulnerable clients with empathy, patience, and professionalism
- Maintain accurate client records and ensure all information is processed confidentially
- Assist with the preparation and management of client documentation
- Work collaboratively with colleagues to ensure a seamless client journey
- Maintain high levels of organisation while managing multiple priorities

Requirements

- Previous experience within a customer service, client care, administration, or office-based role
- Excellent communication skills with a professional and approachable manner
- Strong organisational skills with excellent attention to detail
- Ability to handle confidential and sensitive information with discretion
- Excellent problem-solving skills and the ability to manage challenging conversations with empathy
- Strong emotional intelligence and a genuine desire to help peoplePositive, proactive, and team-oriented approach
- Experience working within a regulated or professional services environment
- Previous experience within financial services, banking, insurance, legal, or qualified services
- Experience using CRM or client management systems

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📌 Client Care Administrator (City of Penrith)
🏢 NXT Recruitment
📍 City of Penrith