Client Support Administrator

Jobtailor; Bournemouth; On-site; GBP 26,000 - 34,000; Full time

Job summary

Jobtailor is seeking an organised financial services administration professional to support UK Client Services operations in Bournemouth. The role focuses on handling high volumes of inquiries, preparing client documents, and ensuring smooth case progression across advisers and providers.

You will manage client communications, governance of agreements, and assist with ad hoc projects and onboarding. Strong attention to detail and proactive multitasking are essential.

Qualifications

• Experience in a financial services administration role (IFA / Wealth Management).
• Strong organisational skills and attention to detail.
• Confidence managing multiple cases and competing priorities.
• Professional communication skills with clients, providers, and colleagues.
• Comfortable working with systems, registers, and structured processes.

Responsibilities

• Manage the UK Client Services mailbox, handling a high volume of inbound enquiries efficiently and professionally.
• Act as first point of contact for providers and admin-level client queries.
• Prepare, issue, and track client agreements and related documentation.
• Send Letters of Authority (LOAs) to providers and actively chase responses.
• Obtain client valuations in advance of annual reviews.
• Process new business applications accurately and in line with internal procedures.
• Log and manage all new business through internal registers and systems.
• Maintain pipeline momentum, ensuring cases progress without unnecessary delay.
• Provide regular updates to advisers on case status and next steps.
• Take ownership of file completeness and operational readiness prior to advice and reporting stages.
• Support the preparation and issuance of suitability reports to clients.
• Oversee agency transfers and liaise with providers where required.
• Assist in drafting, maintaining, and improving operational processes and templates.
• Support and help coordinate an ongoing UK re-patriation project.
• Assist with internal projects, including template upgrades and process improvements.
• Support the onboarding of new team members.
• Provide general adviser support and workflow coordination across the hub.

Skills

Financial services administration

Organisational skills

Attention to detail

Communication

Time management

Job description

Responsibilities

• Manage the UK Client Services mailbox, handling a high volume of inbound enquiries efficiently and professionally
• Act as first point of contact for providers and admin-level client queries
• Prepare, issue, and track client agreements and related documentation
• Send Letters of Authority (LOAs) to providers and actively chase responses
• Obtain client valuations in advance of annual reviews
• Process new business applications accurately and in line with internal procedures
• Log and manage all new business through internal registers and systems
• Maintain pipeline momentum, ensuring cases progress without unnecessary delay
• Provide regular updates to advisers on case status and next steps
• Take ownership of file completeness and operational readiness prior to advice and reporting stages
• Support the preparation and issuance of suitability reports to clients
• Oversee agency transfers and liaise with providers where required
• Assist in drafting, maintaining, and improving operational processes and templates
• Support and help coordinate an ongoing UK re-patriation project
• Assist with internal projects, including template upgrades and process improvements
• Support the onboarding of new team members
• Provide general adviser support and workflow coordination across the hub

Requirements

• Experience in a financial services administration role (IFA / Wealth Management)
• Strong organisational skills and attention to detail
• Confidence managing multiple cases and competing priorities
• Professional communication skills with clients, providers, and colleagues
• Comfortable working with systems, registers, and structured processes

Core Competencies

Demonstrates expertise in financial services administration, particularly within IFA and Wealth Management, while effectively managing client communications and operational processes. Strong organizational skills and attention to detail are essential for maintaining case progress and supporting team workflows.