Client Support Administrator

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

Job summary

A staffing agency in Godalming is seeking an experienced Client Support Administrator to join their financial services team. You will act as a primary point of contact for clients, maintain accurate records, and ensure compliance with regulations. Strong client administration skills and a background in financial services are preferred. The role also involves supporting client documentation and administration tasks. The position is full-time and permanent with a salary of £35k depending on experience.

Qualifications

• Experience in client administration and customer service, ideally in financial services.
• Proficiency in record-keeping and compliance regulations.
• Strong able to build relationships and collaborate.

Responsibilities

• Act as a key point of contact for clients via multiple channels.
• Maintain accurate client records and documentation.
• Record client interactions ensuring regulatory compliance.
• Support preparation of client reports and reviews.
• Liaise with providers for administration and transfers.
• Ensure accurate setup and maintenance of fees and commissions.
• Uphold compliance requirements including AML/KYC and GDPR.
• Provide general office support and cover for other roles.

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

Ability to prioritise workload

Tools

Intelligent Office (IO)

Job description

Role: Client Support Administrator

Area: Godalming

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.