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- Tasks: Support financial advisors and ensure exceptional client service in a fast-paced environment.
- Company: Reputable advisory firm with a friendly and professional team.
- Benefits: Competitive salary, hybrid working, and support for professional qualifications.
- Why this job: Make a real impact in financial planning while developing your career.
- Qualifications: 2 years' experience in financial services and strong organisational skills.
- Other info: Opportunities for clear development and progression.
The predicted salary is between 36000 - 38000 £ per year.
Client Support – Financial Planning | £36,000 | Hybrid Working
Salary: £36,000-£38,000
Role: Client Support (IFA / Wealth Management)
Location: London
Working Pattern: Office-based during probation, then hybrid (3 days office / 2 days WFH)
Are you an organised, detail-focused professional with experience in financial planning or wealth management? A highly reputable advisory firm is seeking a motivated Client Support professional to join their growing team. This is a fantastic opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about delivering a world-class client experience.
What You’ll Be Doing
- You’ll play a key role in supporting Advisors, Planners, and the wider investment team by ensuring seamless administration and exceptional client service. Your responsibilities will include:
- Managing new business processing, including application preparation, tracking and liaising with third parties
- Supporting the client review and sales process, including research, valuations and meeting preparation
- Maintaining accurate client records across internal systems
- Coordinating protection quotes and ensuring clients are placed on risk
- Handling fee statements, investigating discrepancies and supporting compliance returns
- Assisting with investment queries and liaising directly with internal and external stakeholders
- General office support including scheduling, document preparation, scanning and client hospitality
- You’ll also contribute to improving processes, templates and office efficiency.
About You
- The ideal candidate will have:
- At least 2 years’ experience in a similar role with an IFA, investment manager, platform or professional services environment
- Strong knowledge of investments, pensions and life assurance
- Excellent organisational skills with a structured, accurate and thorough working style
- Ability to multitask and perform well under pressure
- Strong communication skills with clients, colleagues and third parties
- Good IT skills across Microsoft Office and ideally systems such as Curo or Voyant
- A proactive, can-do attitude with strong attention to detail
- Working toward the CII Level 4 Diploma in Regulated Financial Planning is a plus but not essential.
Why Apply?
- Join a friendly, supportive, and professional team
- Hybrid working after probation
- Clear development and progression opportunities
- Support for relevant qualifications
Client Support Administrator - London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning and wealth management sectors. Attend industry events or webinars, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your skills! During interviews, highlight your organisational skills and attention to detail. Share specific examples of how you’ve improved processes or provided exceptional client service in your previous roles. We want to see that proactive attitude shine through!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you top of mind. And remember, apply through our website for the best chance at landing that Client Support Administrator position!
We think you need these skills to ace Client Support Administrator - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Support role. Highlight your experience in financial planning or wealth management, and don’t forget to showcase those organisational skills that we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about delivering exceptional client service and how your proactive attitude makes you a great fit for our team.
Showcase Your Skills: We want to see your strong communication and IT skills in action. Mention any relevant software you’ve used, like Curo or Voyant, and give examples of how you’ve successfully managed multiple tasks under pressure.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with our supportive team.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, investments, and wealth management. Familiarise yourself with common terms and processes in the industry, as well as the specific services offered by the company. This will show that you're not just interested in the role, but that you understand the field.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure accuracy in your work, as this will resonate well with the interviewers.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and client service skills. Think of scenarios where you've had to handle difficult situations or discrepancies, and be prepared to explain how you resolved them. This will demonstrate your proactive attitude and ability to thrive under pressure.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use (like Curo or Voyant), or how they measure success in the role. This shows your genuine interest in the position and helps you gauge if the company is the right fit for you.
