Client Support Administrator

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

Job summary

A financial services recruitment firm is looking for a Client Support Administrator in Haywards Heath. The role involves supporting client interactions, maintaining accurate records, and upholding compliance standards. Candidates should possess strong client administration and customer service skills, preferably with a background in financial services. Additional requirements include training in the financial sector. This is a full-time, permanent position with a salary of £35k depending on experience.

Qualifications

• Background in financial services or IFA environment preferred.
• Experience in client administration and handling client relationships.
• Strong communication skills and collaborative teamwork.

Responsibilities

• Act as a key point of contact for clients via phone and email.
• Maintain accurate client records and documentation.
• Support preparation of client reports and ensure compliance.

Skills

Client administration skills

Customer service skills

Attention to detail

Problem solving

Verbal communication

Written communication

Tools

Intelligent Office (IO)

Job description

Role: Client Support Administrator
Area: Haywards Heath
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