Client Support Administrator

Jobtailor; Kettering; On-site; GBP 21,000 - 25,000; Full time

Job summary

Jobtailor is seeking an organised, service-driven Administrative Support professional to assist financial advisers under FCA rules. You will handle client onboarding, input data, manage diaries, and provide frontline contact via calls and emails in a regulated wealth-management environment.

The role emphasizes accuracy, attention to detail, and flexibility to support the wider Client Services team, with GCSEs in Maths and English and a willingness to learn and develop within financial planning.

Qualifications

• Some experience in an office-based or administrative role.
• Strong organisational skills with high attention to detail.
• Confident and professional written and verbal communication skills.
• Ability to manage multiple tasks and prioritise workload effectively.

Responsibilities

• Provide support to financial advisers or consultants to enable the provision of financial or product advice to clients under FCA rules and company procedures.
• Act as a first point of contact for incoming client calls and emails.
• Support booking client meetings and manage adviser diaries.
• Assist with client onboarding and general client administration.
• Send Letters of Authority and chase providers for required information.
• Liaise with providers and platforms to progress outstanding requests.
• Support provider- and platform-related administration.
• Input and maintain accurate client, policy, and case data across internal systems.
• Keep records up to date in line with internal procedures.
• Use back-office and platform systems effectively.
• Provide overflow and ad-hoc support to the wider administration team.
• Contribute to the efficient running of the Client Services function.
• Support team priorities through flexibility and collaboration.
• Highlight procedures and processes that do not adhere to TCF/RCR principles and suggest improvements.

Skills

Client Administration

Organisational Skills

Verbal Communication

Written Communication

Financial Services Experience

Education

Maths GCSE Grade 5+

English GCSE Grade 5+

Tools

Back-Office Systems

Platform Systems

Office Systems

Job description

• Provide support to financial advisers or consultants to enable the provision of financial or product advice to clients under FCA rules and company procedures
• Act as a first point of contact for incoming client calls and emails
• Support booking client meetings and manage adviser diaries
• Assist with client onboarding and general client administration
• Send Letters of Authority and chase providers for required information
• Liaise with providers and platforms to progress outstanding requests
• Support provider- and platform-related administration
• Input and maintain accurate client, policy, and case data across internal systems
• Keep records up to date in line with internal procedures
• Use back-office and platform systems effectively
• Provide overflow and ad-hoc support to the wider administration team
• Contribute to the efficient running of the Client Services function
• Support team priorities through flexibility and collaboration
• Highlight procedures and processes that do not adhere to TCF/RCR principles and suggest improvements

Requirements

• Some experience in an office-based or administrative role
• Strong organisational skills with high attention to detail
• Confident and professional written and verbal communication skills
• Ability to manage multiple tasks and prioritise workload effectively
• Client-focused, service-driven approach
• Willingness to learn and develop within financial planning
• Experience within financial services, wealth management, or a regulated environment is desirable
• Exposure to client administration, customer service, or provider/platform interaction is desirable
• Familiarity with office systems or back-office administration tools is desirable
• Good standard of education
• Maths and English GCSE, grade 5 or above, or equivalent

Core Competencies

Demonstrates strong organisational skills and attention to detail while providing client-focused support in financial services. Proficient in managing client administration, communication, and collaboration within a regulated environment.

Highest-signal resume keywords

• Client Administration
• Organisational Skills
• Verbal Communication
• Written Communication
• Financial Services Experience

ATS Optimization Keywords

Hard Skills

• Client Onboarding
• Data Input
• Case Data Management
• Diary Management
• Regulated Environment Experience

Soft Skills

• Attention to Detail
• Service-Driven Approach
• Flexibility
• Collaboration
• Task Prioritisation

Certifications & Qualifications

• Maths GCSE Grade 5 or Above
• English GCSE Grade 5 or Above

Industry Keywords

• FCA Rules
• Wealth Management
• Client Services
• TCF Principles
• RCR Principles

Tools & Technologies

• Back-Office Systems
• Platform Systems
• Office Systems