Client Support Administrator

Harrogate / Hybrid Working
Client Support Admin
Full-time | Permanent | Hybrid

Are you an experienced client support professional with a background in financial services? We’re working with a rapidly growing, private equity-backed wealth management group that’s reshaping the UK financial landscape through strategic acquisitions and innovative service delivery. This is a fantastic opportunity to join a dynamic and forward-thinking team during an exciting phase of expansion.

About the Company

Our client is a multi-faceted financial services group offering end-to-end wealth solutions. With a modular service model and a strong acquisition strategy, they provide flexible, scalable support to a wide range of clients across the UK.

The Role

As a Client Support Executive, you’ll play a key role in supporting financial advisers in delivering high-quality, compliant advice to private clients. You’ll be responsible for preparing client review packs, maintaining accurate records, liaising with providers, and ensuring a seamless client experience.

Key Responsibilities
Prepare documentation and reports for client review meetings.
Maintain and update client records using internal systems.
Liaise with product providers to obtain and verify plan information.
Validate fund data, unit balances, and income expectations.
Collate costs and charges, including adviser fees and fund-based income.
Produce valuation reports and supporting documentation using templates.
Assist with new business processing and application submissions.
Respond to client and provider queries via phone and email.
Ensure compliance with internal procedures and FCA regulations.
Support advisers with research and documentation for investment comparisons.
Contribute to continuous improvement by identifying process enhancements.
What We’re Looking For
Previous experience in a client support or admin role within financial services.
Strong understanding of financial products, platforms, and regulatory requirements.
Excellent communication and organisational skills.
High attention to detail and accuracy.
Proficiency with CRM systems and Microsoft Office.
Desirable Attributes
Customer-focused with a proactive approach to service delivery.
Team player with a collaborative mindset.
Comfortable working in a fast-paced, evolving environment.
Willingness to engage in ongoing training and development.
Benefits
Competitive salary
Hybrid working model
25 days annual leave (plus buy/sell options)
Private medical insurance
Enhanced pension scheme
Life assurance & health cash plan
Discretionary performance bonus
Employee Assistance Programme
Office closure over Christmas