Searching for a Client Servicing Administrator role?
Well look no further. We’re looking for Financial Services experienced Administrators to join our growing Client Servicing team.
✔️ Fully remote
✔️ Flexible working
✔️ An incredible team
Become a Plus Group Administrator or Client Servicing Administrator
Quick links:
About the role
Join our team as a Client Servicing Administrator
Are you looking for a new role where you can make a real difference, all from the comfort of your own home? We’re looking for a Client Servicing Administrator to join our friendly, fully remote team. You’ll be working closely with financial advisers, helping ensure everything runs smoothly for them and their clients.
We know that providing great service to our clients starts with building a great team – and that’s where you come in!
Remote working
We are 100% remote, so you work from wherever you please!
Opportunities for growth
We’re committed to helping you develop your skills and advance in your career.
Flexible working
A role that offers a great work-life balance.
Autonomy and trust
You’ll have the independence to manage your own workload, with the support you need whenever you need it.
Supportive team
Join a friendly and supportive team who are always happy to help.
Incredible people
Our team are only too happy to provide you with guidance and support whenever needed.
why join us
The smart way to work
At our company, we understand that great client service starts with a great team. That’s why we’re committed to creating an environment where our people feel valued, supported, and inspired to grow.
You’ll be joining an amazing team that, although fully remote, still really feel like a team and work collaboratively, focused on delivering the best possible service to our clients. We believe in giving you the flexibility to work in a way that suits your lifestyle while still providing the support and resources you need to thrive.
Typical day
What will your typical day look like?
If you’re looking for a remote Client Servicing role where no two days are the same, Plus Group offers all the diversity you need.
Daily tasks include
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Work closely with senior management and other staff
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Be the first point of contact for clients
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Maintain our case management system, including data management
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CFR Updating/Update Client Records
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Organise and maintain diaries and make appointments
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Prepare client meeting packs
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Produce Ongoing Advice letters
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Submit Fund Switches and Rebalances
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Submit client withdrawal requests
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Deal with incoming email and correspondence where necessary
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Liaise with clients, providers and other staff
Meet the team: Erin Fidler!
Want to find out first-hand what it’s like to work in our Team? Meet the lovely Erin, one of our employed Paraplanners and find out what she has to say about working for Plus Group.
Happy team
Why our team love it at Plus Group
“Flexibility in hours helps maintain the healthy work life balance I have spent the last 15 years looking for. It also facilitates me living in the country ive always dreamed of, and the team are easily the most like minded and supportive group ive ever worked with. I could not recommend a position with Plus Group hard enough, and in fact I already have to friends!”
“Plus Group is a very people friendly organisation with caring management and flexible working practices”
“The flexibility to largely choose my own hours works really well with having a young family.”
“There is something new to learn everyday, everyone is lovely, very supportive, and always has time for any questions or just a chat. Its nice being able to work remotely but still feel like you’re part of a team.”
“I enjoy the flexibility of working around my children. There is a lot of support available if needed from other Paraplanners and the trainers at PLUS. Although we work from home, I still feel like I’m part of a team
We say no to long, drawn out interview processes
In fact, we can very quickly tell if we’re a good fit for each other.
Apply using the form
Tell us about yourself and upload your CV. A member of our team will get back to you within 48 hours.
We will arrange a video call
These are very informal, allowing us to learn about you, your experience and establish if we’re a good fit.
We let you know how you did
We will get in touch asapto let you know if we will be progressing your application.
Meet your dream team
Paraplanners, Chasers, and more.
Lauren Chapman
Paraplanner
Lauren Chapman
Paraplanner
ABOUT
I am Diploma qualified and SJP accredited, and have been with SJP since 2017. I live in Shropshire with my husband and two little boys.
LIKES
I love to bake, love eating out and having family days out with my boys.
DISLIKES
Rainy days, bad manners, not having enough sleep (sadly impossible when you have kids!)
John Whitehead
Specialist Cashflow Manager
John Whitehead
Specialist Cashflow Manager
Joined since 2010
ABOUT
I am Plus’s Specialist Cashflow Manager. My role is to build bespoke financial and lifestyle illustrations to highlight the planning strategy of Partners and Advisers and the impact for clients. Demonstrating that good planning can serve to help ensure your future aspirational lifestyle choices can be achieved. I have been with Plus since early 2020, but have been building Cashflow Models for much longer.
LIKES
I am Manchester born and bred, although I have lived in both the Isle of Man and Jersey. I live with my wife Maria, who I have been with over 33 years now, my daughter Jade and son Ethan. I am also a grandad to two granddaughters, with another on the way. Not forgetting the three cats! When John does get some time to himself, he likes to make things out of wood and play badminton.
Jonathan Maskell
Head of Chasing Team
Jonathan Maskell
Head of Chasing Team
ABOUT
I joined Plus Group as an Apprentice in 2014 and am now head of the Chasing Team. I undertake a variety of duties, including making sure daily tasks are allocated across the team, and stepping in when any of the team need any help, guidance, or if they just want a chat!
I live in Liverpool with my girlfriend Kerry and outside of work, I enjoy baking and watching sports. I also have an obsession with Food Network on Sky, and like to pick up tips on how to become a better home cook!
Phil Collard
Paraplanner
Phil Collard
Paraplanner
ABOUT
I have been in financial services since 1993, performing a number of roles to include the provision of advice to individual and corporate clients, heading up the training division of a medium-sized IFA practice, compliance director of a start-up IFA practice, paraplanner and compliance consultancy. I live in the South West with my wife, two teenage boys and a border-collie called Fyfe.
LIKES
I enjoy spending time with my family, whether that is watching films or going for walks. I also take part in endurance sports to include cycling, swimming, running and triathlons (up to and including Ironman distance). I also have a passion for motorsports having competed myself for many years and won a national-championship title.rly.
DISLIKES
As a cyclist, my biggest bugbear is headwinds - other than that, I'm fairly easy-going and can't say that there is much I dislike (except mushrooms!)