Recruiting now
| Posted: | 16/03/26 | |
| Recruiter: | Checked Recruitment | |
| Reference: | 3085445789 | |
| Type: | Permanent | |
| Salary: | £28,000 - £34,000 Annual | |
| Location: | Wigston, Leicestershire | |
| Description: | Job Title: Client Support Administrator Location: Wigston (Hybrid Working) Job Type: Permanent Salary: Upto £34,000 per annum +Benefits Are you a highly organised administrator who enjoys delivering outstanding client service? Do you thrive in a fast-paced professional environment where attention to detail and strong relationships really matter? A well-established and respected wealth management firm is looking for a Client Support Administrator to join their friendly and collaborative team. This organisation has spent decades helping clients build financial security and confidence in their future. Their approach centres around building trusted relationships, delivering tailored financial solutions, and providing exceptional client experiences. If you enjoy supporting professionals, managing processes efficiently and ensuring everything runs smoothly behind the scenes, this could be the perfect opportunity. The Role As Client Support Administrator, you will play a vital role in ensuring the smooth running of the client journey. You will be the first point of contact for clients and providers, supporting advisers with administrative processes while ensuring regulatory requirements are met at every stage. Working closely with advisers and the wider support team, you will help deliver a high-quality service that keeps clients informed, supported and confident in their financial affairs. Key Responsibilities Processing new business applications and ensuring they are set up correctly Completing research, trades and fund switches when required Liaising with product providers and financial institutions Supporting advisers with valuations, client reviews and servicing transfers Acting as a key link between advisers and clients to keep all parties informed Maintaining accurate client records and ensuring compliance standards are met Providing post-meeting administrative support for advisers Managing general administrative tasks such as scanning, filing and preparing documentation Supporting process improvements and contributing to internal projects Continuously developing technical knowledge and keeping up to date with industry changes What We're Looking For Essential Skills Strong organisational and prioritisation skills Excellent attention to detail and accuracy Strong IT and data management skills Ability to manage multiple tasks and deadlines Excellent relationship-building skills with clients and colleagues Desirable Experience Experience working within a financial advisory or wealth management environment Knowledge of financial products and industry processes Certificate in Financial Administration (or equivalent) Experience using Intelliflo Office or similar CRM systems Benefits & Rewards Competitive salary Workplace pension scheme (5% employer / 3% employee equivalent) 23 days holiday + public holidays Option to buy or sell up to 5 days holiday per year Private medical insurance after probation Hybrid working - up to 1 day per week from home Funding and support for professional development Discounts on company services Employee referral scheme Why Join? This is an opportunity to join a values-driven wealth management firm where teamwork, trust and professionalism are at the heart of everything they do. You'll be part of a supportive environment that values career development, collaboration and delivering exceptional outcomes for clients. | |