CLIENT SUPPORT ADMINISTRATOR (WEALTH MANAGEMENT) - HORSHAM

The JobsBoard; Horsham; On-site; GBP 24,000 - 32,000; Full time

Job summary

The JobsBoard is seeking a Client Support Administrator (Wealth Management) in Horsham to join a collaborative operations team. You will support Financial Planners and Client Support colleagues to deliver an outstanding client experience and develop a long-term career in wealth management.

This role offers an excellent entry point into financial services for an organised and proactive individual. Key duties include onboarding new clients, maintaining accurate client records, preparing

Qualifications

• Strong organisational skills with excellent attention to detail.
• Effective written and verbal communication.
• Willingness to learn and adapt to new systems.

Responsibilities

• Support the onboarding of new clients and maintain accurate client records on back-office systems.
• Prepare and process client documentation, ensuring high service standards throughout the client journey.
• Assist with the preparation of client meeting packs and supporting documentation.
• Liaise with product providers and investment firms to obtain required client information.
• Monitor and progress client cases, keeping advisers and clients updated.
• Review completed client files to ensure records are compliant and up to date.
• Support continuous improvement initiatives and contribute ideas to enhance processes and client outcomes.
• Maintain compliance with regulatory requirements and internal procedures.

Skills

Attention to detail

Organisational skills

Communication skills

Proactive attitude

Multitasking

Job description

CLIENT SUPPORT ADMINISTRATOR (WEALTH MANAGEMENT) - HORSHAM

An exciting opportunity has arisen for a Client Support Administrator to join a growing and ambitious wealth management business during a significant period of expansion.

Working as part of a collaborative operations team, the successful candidate will play an important role in supporting Financial Planners and Client Support colleagues to deliver an outstanding client experience. This position offers an excellent entry point into financial services for an organised and proactive individual looking to develop a long-term career within wealth management.

Key Responsibilities

• Support the onboarding of new clients and maintain accurate client records on the firm's back-office systems.

• Prepare and process client documentation, ensuring a high standard of service is delivered throughout the client journey.

• Assist with the preparation of client meeting packs and supporting documentation.

• Liaise with product providers and investment companies to obtain relevant client information.

• Monitor and progress client cases, keeping advisers and clients updated as required.

• Review completed client files and ensure records remain compliant and up to date.

• Support continuous improvement initiatives and contribute ideas to enhance processes and client outcomes.

• Maintain compliance with regulatory requirements, internal procedures, and professional standards.

About the Candidate

• Strong organisational skills with excellent attention to detail.

• Effective communication skills, both written and verbal.

• Comfortable working with technology and learning new systems.

• A proactive and positive attitude with a willingness to learn.

• Ability to manage multiple tasks and prioritise workload effectively.

• Previous administration or client service experience would be advantageous, although not essential.

What's on Offer.

• Opportunity to join a growing and highly respected wealth management firm.

• Clear career development and progression opportunities.

• Supportive and collaborative team environment.

• Ongoing training and professional development.

• A positive workplace culture that values people, teamwork, and client service.

This is an ideal opportunity for someone looking to build a successful career within financial planning and wealth management while working in a progressive and supportive business.