SonicJobs Logo
Left arrow iconBack to search

Client Support Administrator

Premier Jobs UK Limited
Posted a day ago, valid for 11 days
Location

Fareham, Hampshire PO15 7GS

Salary

£24,000 - £28,800 per annum

info
Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The Client Support Administrator position in Whiteley is for individuals interested in the Financial Services industry, supporting busy Financial Advisors.
  • Key responsibilities include preparing information for client meetings, actioning tasks for Financial Advisors, updating systems, and confirming client appointments.
  • Candidates should ideally have 3+ years of office administration experience and be qualified to GCSE or A level standard.
  • The salary for this role ranges from £22,000 to £25,000, with additional benefits including 25 days of holiday plus 4 extra days and bank holidays.
  • This is an office-based role with normal working hours of 35 hours per week, Monday to Friday, from 9am to 5pm.

This Client Support Administrator job in Whiteley is available for individuals interested in working within the Financial Services industry.

As a Client Support Administrator, you will be actively supporting their busy Financial Advisors. You will be responsible for the smooth day to day running of the office. Your duties will include:

  • Be responsible for preparing information for the Financial Advisor prior to their client review meetings
  • Action any required actions on behalf of the Financial Advisor
  • Ensure all systems are updated with the completed activities
  • Work effectively with the full team to ensure a quality, consistent approach is provided to clients
  • Contact clients prior to confirm their appointments and obtain any outstanding information

Client Support Administrator Requirements

  • Ideally, you should have 3+ years’ experience of office administration
  • Ideally, you should be qualified to GCSE or A level standard

The Company

This respected financial advisory business places client relationships at the heart of their business and have a strong ethos to provide high quality financial advice and bespoke wealth management. As a business, they write high levels of advice whilst maintaining a friendly approach.

Client Support Administrator Benefits

  • Salary of £22,000 - £25,000
  • 25 days holiday plus additional 4 given by the company, plus bank holidays
  • Office based role
  • Normal office hours (35 hours per week) of Monday to Friday, 9am to 5pm
  • Being a key part of a small and successful team, that work closely together to achieve fantastic results

Locations

Whiteley

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.