Client Support Administrator

Reed; Ewloe; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Generous annual leave

Company pension

Life assurance

Health cash plan

Holiday buy and sell

Job summary

Reed, a respected financial planning firm in the UK, is seeking a Client Support Administrator to join a professional team in Ewloe, Wales. You will work closely with Financial Planners and the support team to deliver high-quality client service and maintain precise records throughout the client journey.

The role involves supporting advisers, preparing client documents, and liaising with providers to obtain information and illustrations.

Qualifications

• Experience in financial services administration or wealth management environments.
• Strong attention to detail and accuracy in records.
• Excellent organisational and time management skills.
• Proactive, self-motivated with a willingness to learn and take responsibility.
• Confidently communicate with clients, providers and colleagues.

Responsibilities

• Provide administrative support to advisers and paraplanning functions.
• Prepare and maintain client documentation, reports and records.
• Support client review processes before and after meetings.
• Liaise with providers and third parties for information, quotations and product details.
• Assist with product research and comparison work.
• Identify financial planning opportunities and client solutions.
• Maintain accurate client records and ensure compliance standards.
• Support use of client portal technology.
• Ensure client requirements progress to completion efficiently.

Skills

Administration experience

Financial services

Attention to detail

Organisational skills

Client communication

Tools

Client portal technology

Job description

Client Support Administrator (X3-1310762) Ewloe, Wales

Salary: GBP28000 - GBP32000 per annum + Additional Benefits

Salary: Competitive + Benefits Package
Location: North Wales / Chester

About the Opportunity

An established and growing financial planning business is seeking an experienced Client Support Administrator to join its professional and client-focused team.

This is a varied and hands‑on role that would suit a financial services administrator who enjoys delivering exceptional client service, maintaining accurate records, and supporting advisers in providing high‑quality financial planning solutions. You'll play a key role in ensuring a smooth and efficient client journey while contributing to a collaborative and supportive working environment.

The Role

Working closely with Financial Planners and the wider support team, your responsibilities will include:

• Providing administrative support to advisers and paraplanning functions.
• Preparing and maintaining client documentation, reports and records.
• Supporting the client review process before and after meetings.
• Liaising with providers and third parties to obtain information, quotations, illustrations and product details.
• Assisting with product research and comparison work.
• Identifying and supporting financial planning opportunities and client solutions.
• Maintaining accurate client records and ensuring compliance standards are met.
• Supporting the implementation and ongoing use of client portal technology.
• Ensuring all client requirements are progressed efficiently through to completion.

About You

To be successful in this role, you will have:

• Previous administration experience within Financial Services, Wealth Management or an IFA environment.
• Strong attention to detail and a commitment to accuracy.
• Excellent organisational and time management skills.
• A proactive and self‑motivated approach to work.
• Strong communication skills and confidence dealing with clients, providers and colleagues.
• A client‑focused mindset with a passion for delivering outstanding service.
• A willingness to learn, develop professionally and take on increasing responsibility.

What's on Offer?

Alongside a competitive salary, you'll benefit from a comprehensive package including:

• Generous annual leave entitlement plus bank holidays.
• Additional Christmas shutdown period.
• Company pension scheme with employer contributions.
• Life assurance.
• Health cash plan.
• Holiday buy and sell scheme.
• Access to financial wellbeing support and advice.
• Cashback rewards programme.

Why Apply?

This is an excellent opportunity to join a respected financial planning firm that values professionalism, integrity and exceptional client service.