Client Support & Onboarding Specialist

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

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.