Client Support Administrator

Solid Recruitment; England; On-site; GBP 35,000; Full time

Job summary

A financial services recruitment agency is seeking a Client Support Administrator to join their team in Brighton. This full-time role involves acting as a key point of contact for clients, maintaining records, and supporting various administrative responsibilities. The ideal candidate will have a background in financial services, strong customer service skills, and proficiency in Intelligent Office. This position offers a salary of £35k depending on experience.

Qualifications

• Experience in financial services preferred.
• Must be client-focused and organised.
• Ability to handle non-standard situations.

Responsibilities

• Act as a key point of contact for clients via phone, email, and letter.
• Maintain accurate client records within IO.
• Support preparation of client reports and reviews.

Skills

Background in financial services or an IFA environment

Strong client administration and customer service skills

Experience using Intelligent Office (IO)

Excellent attention to detail

Confident problem solver

Strong written and verbal communication skills

Able to prioritise workload

Tools

Intelligent Office (IO)

Job description

Role: Client Support Administrator

Area: Brighton

Salary: £35k d.o.e.

Position: Full time / Permanent

Solid Recruitment is seeking an experienced Client Support Administrator to join a thriving financial services team. If you're organised, client-focused and confident supporting advisers in a fast-paced environment, we want to hear from you.

Key Experience & Skills

• Background in financial services or an IFA environment (preferred).
• Strong client administration and customer service skills.
• Experience using Intelligent Office (IO) (preferred).
• Excellent attention to detail and a process-driven mindset.
• Confident problem solver with the ability to handle non-standard situations.
• Strong written and verbal communication skills; able to build trusted relationships.
• Able to prioritise workload and work collaboratively within a team.

Role Responsibilities

• Act as a key point of contact for clients via phone, email and letter.
• Maintain accurate client records, documentation and investment details within IO.
• Record all client interactions and ensure compliance with regulatory standards.
• Support the preparation of client reports, reviews and documentation.
• Liaise with providers to manage transfers, applications and ongoing administration.
• Ensure fees and commissions are accurately set up and maintained.
• Uphold AML/KYC, GDPR and other compliance requirements.
• Provide general office support and occasional cover for reception or other admin roles.

Additional Requirements

• Complete mandatory financial services training.
• Adhere to company policies and data security standards.