Role: Client Support Administrator

Location: St Ives (hybrid/flexible working)

Salary Range: £30,000 + benefits

About Our Client:

Our client has been dedicated to enriching lives and providing financial reassurance for nearly 40 years. They specialise in engaging clients with their finances, understanding their unique needs, and delivering tailored solutions. Their core values focus on nurturing relationships, navigating futures, client-centred excellence, and thriving together.

The Role:

As a Client Support Administrator for our client, you will be an integral part of the Client Support Team, serving as the first point of contact for clients and providers. Your role will involve providing high-standard administrative support to ensure that regulatory requirements are met throughout the client journey. You will report to the Client Support Manager and will be focused on reducing business risk, increasing efficiency, and enhancing client outcomes through effective use of technology and outstanding customer service.

What You Will Be Doing:

• Facilitating an efficient processing service for new business, which includes conducting research, executing trades/fund switches, and coordinating with product providers to ensure accurate setup and processing.
• Assisting with administrative tasks related to valuations, transferring servicing, and client reviews, enabling advisers to conduct productive client meetings.
• Serving as a key communication link between clients and advisers, ensuring both parties are informed about all aspects of their financial arrangements.
• Ensuring that all client information is accurately updated on the relevant systems in a timely manner, while confirming that compliance standards are upheld.
• Providing administrative support to advisers following client meetings to ensure that all follow-up tasks are completed within designated timeframes.
• Promptly reporting any complaints, breaches, or losses to the Commercial Director to facilitate swift resolutions.
• Performing general administrative tasks (e.g., scanning, filing, preparing correspondence) to ensure deadlines are met and records are maintained in compliance with regulatory requirements.
• Continuously enhancing your technical, product, and industry knowledge to stay up-to-date with developments and best practices.
• Contributing to process improvements and business initiatives to help propel the company forward.
• Assisting with suitability assessments, cashflow analysis, and client portal maintenance in accordance with established procedures and guidelines.
• Accepting additional reasonable responsibilities as assigned by your Line Manager as needed.

About You:

• Essential:
• Excellent prioritisation and organisational skills, ensuring deadlines are met while managing your workload effectively.
• Advanced data and IT skills, including data input accuracy and system navigation.
• Strong relationship-building abilities with clients and advisers to maintain effective communication.

Desirable:

• Experience working for a Financial Adviser.
• Familiarity with Intelliflo Office and/or The Openwork Partnership’s ConcertHub system.

What You Can Expect:

• Competitive salary.
• Workplace pension with provider and funds under the main proposition via salary exchange (5% employer and 3% employee equivalent).
• 23 days holiday allowance, plus public holidays.
• Holiday scheme allowing for the purchase or sale of up to 5 days holiday entitlement per year.
• Private medical scheme following successful completion of a 6-month probation period.
• Hybrid working up to 1 day a week from home, in addition to flexible working for appointments.
• Funding and support for professional development.
• Discounts on services.
• Referral scheme.

Think this Client Support Administrator role is right for you?

We'd love to hear from you! Click the 'Apply Now' button, send us your CV, and we'll get in touch regarding the next steps.You could be right for the Client Support Administrator position if you've previously worked as any of the following: Administrative Assistant, Client Services Administrator, or similar.

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