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.