Client Support

Are you a detail-oriented and organised individual with experience supporting Financial Advisers?

Do you thrive in a fast-paced environment and want to be part of a rapidly growing, private equity-backed organisation offering genuine progression opportunities?

We’re looking for a Client Support professional to join a dynamic and collaborative team supporting financial advisers across a wide range of services including wealth management, investment planning, and employee benefits. With exciting growth driven by strategic acquisitions, this is the perfect time to join a business combining start-up energy with long-term security.

The Role

You will play a key role in supporting financial advisers by preparing client reports, updating systems, liaising with providers, and ensuring the highest standards of service delivery. Your responsibilities will include:

Preparing for client reviews by updating client records and requesting provider information
Validating fund data and updating income expectations
Producing valuation reports and supporting documentation using internal templates
Submitting cases and assisting in new business processing
Answering calls and dealing with client and provider enquiries
Creating and maintaining accurate client files
Staying up to date with products, regulations, and compliance requirements
Supporting advisers with excellent administrative assistance across all aspects of client care

What We’re Looking For

Experience supporting a financial adviser or working in a regulated financial services environment
Excellent written and verbal communication skills
Highly organised with great attention to detail
Strong IT skills and the ability to quickly learn systems (knowledge of IO is a bonus)
GCSE Maths and English (Grade 5 or above) or equivalent
A proactive team player with a customer-focused mindset
Willingness to embrace company values of professionalism, trust, and innovation

This is a fantastic opportunity for someone who wants to be part of a forward-thinking, inclusive company with strong values and ambitious growth plans.

Ready to take the next step in your financial services career? Apply now to join a team where your contribution really matters.