Client Support Administrator

Our client is a respected financial planning firm providing tailored wealth management services to clients who value clear advice, personal service and long-term support. The firm combines technical expertise with a practical, client-focused approach to help clients make informed decisions about their financial future. Its team is committed to high standards, responsible advice and lasting relationships built on trust, care and attention to detail.

Your Role:

You will support the Client Manager and Financial Planner team in preparing high-quality client recommendations, reviews and records. Responsibilities include:

• Providing administrative support to the Client Manager, who acts as a Paraplanner for one or more Financial Planners.
• Managing, recording and monitoring client reviews before and after meetings, ensuring client requirements progress to an appropriate conclusion.
• Liaising with product providers and third parties to obtain information, quotes, illustrations and product details for analysis.
• Researching financial products, preparing comparisons and helping identify planning opportunities and suitable solutions.
• Maintaining accurate client records and supporting compliant, responsible business practices.
• Working with Advisers and clients to implement and maintain the Personal Finance Portal using Intelliflo, where required.

What We Are Looking For:

• Experience in financial services administration.
• Strong attention to detail and the ability to work accurately with client information.
• A client-focused, can-do attitude and eagerness to learn.
• Commitment to personal development, progression and keeping knowledge up to date.
• Good organisation, efficiency and willingness to take on greater responsibility over time.
• Clear communication skills and confidence working with colleagues, clients, providers and third parties.
• A proactive approach and confidence to take ownership of tasks and see them through to completion.

Benefits Package:

• Death in service life cover worth four times annual salary.
• Annual leave starting from 22 days, plus bank holidays and an extended break over Christmas.
• The option to buy or sell holidays.
• Company sick pay starting with one month of full cover.
• BUPA Health Cash Plan to help with dental, optical and other healthcare costs.
• Study support, including financial assistance, revision support and time off for exams.
• Workplace pension with a generous employer contribution. Contributions can be made through salary sacrifice, with the employer sharing its tax savings through increased contributions.
• Cash-back prepaid debit card offering rebates on a range of everyday purchases.
• Free financial advice from the firm’s team to support personal finances, investments and future planning.

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