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Our admin and client servicing team keep advisers’ days running smoothly - calling, preparing, updating, checking, and making sure nothing gets missed. If you like things being organised and done properly, you’ll fit right in.
As part of our Client Servicing & Admin team, you’ll play a key role in supporting advisers and their teams day to day - helping manage tasks, keep cases progressing, and ensure clients receive a consistent, high-quality experience.
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Help make sure every client feels supported, informed, and confident at every stage.
Handle the day-to-day admin that keeps the business organised, compliant, and moving forward.
Collaborate with advisers and the wider team to make sure nothing slips through the cracks.
We know how much difference good admin makes.
When you’re the one keeping things organised, you see the ripple effect - less chasing, smoother cases, happier advisers, better client experiences.
You’ll get clear processes, a supportive team, and managers who actually listen. We’ll back you to do your job properly, not rush through it.
We take admin seriously. You’ll be part of a team that values doing things right and takes pride in being the steady hand behind every adviser.
If you’re tired of chaos, constant firefighting, or feeling like your work doesn’t matter - this is different.
Paraplanning
Client Servicing Administrator
Whether you need hands-on support or want to explore joining Adeptli as a consultant – we’re ready when you are.
Need to know more
Browse our FAQs to learn more about our support and services.
If you like being the person who keeps things organised and makes others’ jobs easier - we’d love to hear from you.
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