Client Support Administrator

Client Support Administrator – Make a Difference in Wealth Management

Are you ready to play a vital role in shaping client experiences and delivering exceptional service in a dynamic, people-focused environment?

This opportunity offers the chance to join a forward-thinking financial planning and wealth management business committed to empowering clients with clarity, confidence, and control over their financial futures. Be part of a workplace that values diversity, inclusion, and equal opportunity.

Salary: £29,000 - £35,000 + Hybrid working

Benefits; Pension Scheme 4% Employee & 4% Employer (further contributions up to 5% will be matched), Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan – Help Fund eye care/Dental 

The Role

As a Client Support Administrator, you’ll ensure the efficient and accurate processing of business while providing first-class service to clients. You’ll play a crucial role in supporting financial planners and clients alike, ensuring processes run smoothly and exceed expectations.

Key Responsibilities:

Deliver comprehensive administrative support to seamlessly onboard new clients.

Prepare for client reviews, including updating cash flow models, investment performance reviews, and producing comprehensive reports.

Assist in trading activities, including new business, rebalances, and plan amendments, ensuring accuracy and adherence to deadlines.

Communicate with clients via telephone, email, and letters, building lasting relationships.

Work collaboratively with the administrative team to prepare applications and keep clients informed throughout their journey.

Liaise with external advisers, such as solicitors and accountants, to implement agreed action plans.

What You’ll Bring

The role requires individuals who are original, collaborative, and passionate about delivering excellence. Ideal candidates will have:

• Experience: Liaising with high-net-worth, UK-based private clients in financial planning and investment management.
• Knowledge: A solid understanding of financial planning principles and basic product knowledge.

What’s Next?

If you’re ready to thrive in a collaborative environment and help deliver exceptional financial planning services, apply today and take the next step in your career as a Client Support Administrator.