Client Support Administrator

Client Support Administrator

Competitive base with comprehensive benefits

Office based.

About Us:

We are a reputable and client-focused Financial Advisory practice, committed to delivering high-quality, tailored financial planning and wealth management services. Our values centre around professionalism, trust, and long-term client relationships.

As we continue to grow, we are seeking a motivated and organised Client Support Administrator to join our friendly and professional team.

The Role:

As a Client Support Administrator, you will play a vital role in ensuring the smooth day-to-day running of the office and supporting our advisers in delivering an exceptional client experience. You will be a key contact for clients, providers, and internal stakeholders, ensuring documentation and processes are handled efficiently and with care.

Key Responsibilities:

Provide administrative support to financial advisers and paraplanners
Process new business applications, withdrawals, and transfers
Prepare client reports, valuations, and review packs
Liaise with product providers and clients to obtain policy information
Maintain and update client records on the back-office system (e.g., Intelligent Office, Xplan, or similar)
Schedule client meetings and manage adviser diaries
Ensure all regulatory requirements and compliance standards are met

About You:

Previous experience in an IFA or financial services environment is essential
Strong understanding of pensions, investments, and financial products
Excellent administrative, organisational, and communication skills
Proficient in Microsoft Office and financial CRM/back-office systems
A professional and client-focused attitude
Working toward or holding a relevant financial services qualification (e.g., CII Level 3) is desirable

What We Offer:

A supportive and collaborative working environment
Opportunities for career development and professional qualifications
Flexible working arrangements where possible
25 days annual leave bank holidays
Pension scheme and performance-related incentives