Client Support - #2122724

Our client, a growing wealth management firm, is looking for a Client Support Administrator, this is an exciting opportunity to join a growing financial planning business.

You’ll be joining a collaborative team where you will provide day-to-day administrative and technical support to Financial Advisers, helping ensure client information is accurate, up to date and ready for reviews.

Key responsibilities

• Prepare client information and documentation ahead of adviser meetings and reviews
• Obtain information and documentation from pension, investment and other financial product providers
• Update client records with contributions, withdrawals, transfers and other relevant transactions
• Produce meeting and review packs, including fund research, key information documents and client reports
• Prepare cases for submission to internal processing teams
• Support new business processing and the submission of applications
• Produce client correspondence and other documentation as required
• Maintain an up-to-date understanding of relevant financial products, processes and regulatory requirements

About you

• Relevant experience within financial services environment or a similar role
• Strong written and verbal communication skills
• Excellent attention to detail and a methodical approach to work
• Strong organisational and time-management skills
• Confidence using IT systems and Microsoft Office
• A customer-focused attitude and commitment to delivering excellent service
• Maths and English GCSE (Grade 5 or above) or equivalent
• Works well with others and contributes positively to the team

If you’re an organised, motivated financial services professional looking for your next opportunity, we’d love to hear from you.