Client Support Administrator x2

We have a fantastic opening for 2 x Client Support Administrators to join our Crawley based client who are a successful and highly regarded financial services business.

They are looking to hire dynamic and career driven individuals to join the client support team; working in a client-focused environment, where every day brings new challenges and opportunities for growth. You’ll be instrumental in delivering a top-notch service, interacting with clients, and making a real impact on their financial journey.

Salary: £30,000 to £35,000 (Depending on experience

Location: Crawley

Hours: 37 hours per week (Monday – Friday, between 8am to 5.30pm) Hybrid working policy from

month 3 of employment

Benefits: Company pension, 22 days annual leave, full induction, plus ongoing support and training, employee assistance programme and discounts, death in service, private medical and life insurance, on-site parking and referral programme

What will your working work be like?

As a Client Support Administrator, you will be responsible for the efficient and accurate processing

of business and delivering a first-class service to the clients.

• Onboarding – providing full administrative support for the onboarding of new clients
• Data management – maintaining and updating client data in a secure environment
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews, and production of supporting reports, discussion documents, and computer models
• Trading – Assisted trading of all new business, Rebalances, and any other plan amendments requested by the client both accurately and within agreed timescales.
• Relationship building - liaison with clients by telephone, letter, email
• Proposition delivery – Delivering service proposition within agreed service levels and timescales
• Coordination - working with the administrative team to ensure application and provider forms are prepared as required, and clients are updated throughout the process
• Partners - working with other professional advisers e.g. solicitors and accountants, to implement an agreed action plan

Do you have the essential skills & attributes?

You will need to have a minimum of 1 year experience within financial services industry and/or

experience working with high net worth, UK resident, private clients - delivering financial planning

and investment management services. You will also need to be able to demonstrate an

understanding of financial planning and basic product knowledge.

Our client is looking for original, collaborative and passionate people who are open to new ideas,

eager to learn and who love a challenge. Core skills that will be required include:

Business thinking – understanding the business strategy and goals

Building relationships – working together to create a collegiate culture

Communicating – Understanding, creating, and sharing information with individuals and groups

Decision making – using initiative and reasoning to choose a course of action

Developing yourself and others – commitment to ongoing self-development

Innovating and change – thinking creatively, generating new business ideas and approaches

For your information:

*Interested? Please send your CV in as a Word format only

**Please only apply if you are already eligible to work in the UK (indefinitely & without sponsorship)

***Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee.

Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role and if you haven't heard from us within 7 days please assume you have been unsuccessful on this occasion. Please feel free however to apply for further roles and we will certainly keep your details on file andcontact you with suitable vacancies. YourRecruit Ltd does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation.

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