Client Support Administrator - Altrincham

Blakemore Recruitment; Altrincham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning practice in Altrincham is seeking a Client Support Administrator to provide essential support to Financial Planning Consultants. The role involves managing client communications, business processing, and compliance tasks, along with ensuring efficient administration of services. Candidates should have relevant certifications and 2 years of experience in a financial advisory setting to excel in this position.

Qualifications

• 2 years experience working for an Independent Financial Advisor (IFA).
• Basic knowledge of financial products and funds.

Responsibilities

• Provide sales support service for Financial Planning Consultants.
• Maintain effective communication between clients and consultants.
• Ensure compliance requirements are met and client information is accurately stored.

Skills

Communication

Client Relationship Management

Administration

Education

CF1 qualification

Certificate in Financial Services/Planning

Job description

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Client Support Administrator - Altrincham, Altrincham

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Client:

Blakemore Recruitment

Location:

Altrincham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

13f60e770171

Job Views:

55

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.

Job Purpose

To provide dedicated, accurate, and efficient sales support service for agreed Financial Planning Consultants.

Responsibilities

• Providing an efficient new business processing service for sales consultants, completing trades/fund switches, liaising with product providers, and ensuring that new business is set up correctly.
• Providing administration support related to valuations, transfer of servicing, and client reviews to facilitate efficient client meetings.
• Maintaining effective communication between clients and consultants, keeping both updated on all matters related to their financial affairs.
• Ensuring all client information is accurately stored and updated on the relevant system, and that all compliance requirements are met.
• Preparing invoices for work completed for clients.
• Issuing original policy documents to clients when appropriate, and ensuring that copies/documents are issued within the agreed timescales, reflecting client requirements accurately.
• Providing post-meeting administration support to consultants, ensuring all tasks are completed within the designated timescales.
• Reporting any complaints (formal or informal), breaches, or losses to the Compliance Officer promptly.
• Undertaking additional duties as requested by line management.
• Having basic knowledge of all products and funds within the area of responsibility.
• Building and maintaining effective relationships with consultants.
• Having at least 2 years of experience working for an Independent Financial Advisor (IFA).
• Holding CF1 qualification.
• Possessing a Certificate in Financial Services/Planning.