Client Support Administrator

Recruit UK; Ewloe; On-site; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Flexible hours

Funded exams

Career progression to Adviser

Job summary

Recruit UK is recruiting a Client Support Administrator in Ewloe to support private wealth clients within a leading Independent Financial Advice firm. The role offers a clear progression path toward a Paraplanner role and a full-time office-based schedule with flexible hours.

Key duties include supporting advisers and paraplanners, processing new business and fund switches, preparing client meeting packs, and arranging meetings with clients.

Qualifications

• Experience in financial services administration, ideally within financial advice
• Willingness to work full-time in the office and progress within the firm

Responsibilities

• Support Financial Advisors and Paraplanners with client and provider management
• Process new business, withdrawals and fund switches
• Prepare client meeting packs
• Contact clients to arrange meetings
• Assist paraplanners with reports

Skills

Financial services administration

Office-based work

Education

Level 4 qualification

Job description

Job Title: Client Support Administrator

Industry: Financial Services

Location: Ewloe (full-time office based with flexible hours)

Salary: up to £32,000 depending on experience

Job Description:

Recruit UK are working on an excellent opportunity for a Client Support Administratorposition in Ewloe to join a leading Independent Financial Advice firm to support in the delivery of high-quality services to their private wealth clients.

This will be a fabulous opportunity for an experienced Financial Services Administrator who is looking to obtain their level 4, and progress into a Paraplanner role. The company have a track record of promoting their employees, with a handful of their current adviser having started in administration.

Key Responsibilities:

• Supporting Financial Advisors and Paraplanners with managing clients and providers.
• Processing new business, withdrawals and fund switches.
• Preparing client meeting packs.
• Contacting clients to arrange meetings.
• Assisting paraplanners with reports

What's in it for you:

• Salary up £32,000
• Funded exams and additional revision support
• Salary increased linked to exam achievements (in addition to annual pay reviews)
• Defined progression route up to Adviser (if desired)
• Flexible hours
• Holiday: 22 days (increasing with service) + BH + Christmas closure
• DIS, Pension, Sick Pay

Skills and experience required:

• Financial Services Administration experience, ideally gained working in a Financial Advice company
• Ability to work from office full time