Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers and deliver top-notch client experiences in a dynamic financial environment.
- Company: Join a progressive Independent Financial Advice firm with a collaborative culture.
- Benefits: Full training, ongoing support, and clear career progression opportunities.
- Other info: Be part of a supportive team that values your growth.
- Why this job: Kickstart your career in financial planning and make a real impact.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Fram Search is partnering with a growing Independent Financial Advice firm to hire Client Support Administrators into their expanding support team. This is a fantastic opportunity to join a progressive business where you’ll play a key role in supporting advisers and delivering a high-quality client experience.
The Role:
- Supporting advisers with day-to-day client requests
- Coordinating client and prospective client meetings
- Conducting research across investment and insurance providers
- Preparing annual review documentation and follow-ups
- Producing client documentation, including cashflow reports and recommendation packs
- Ensuring accurate administration and adherence to compliance processes
About You:
- Previous experience in Financial Services administration
- Strong organisational skills and attention to detail
- A proactive approach with the ability to manage multiple tasks
- A genuine interest in wealth management and financial planning
What’s on Offer:
- Full training and ongoing support
- Clear career progression within a growing firm
- Opportunity to join a collaborative and supportive team
If you’re looking to build your career within financial planning and join a firm that invests in its people, we’d love to hear from you.
Client Services Support employer: Fram Search
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Support
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that Client Services Support role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show genuine interest in wealth management and financial planning, so come armed with questions that demonstrate your enthusiasm and knowledge!
✨Tip Number 3
Practice your organisational skills! Create a mock schedule of your day-to-day tasks as if you were already in the role. This will help you articulate your proactive approach during interviews and show that you’re ready to manage multiple tasks.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Services Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the role, so don’t be shy about showcasing your organisational skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in wealth management and financial planning. Let us know why you’re excited about the opportunity to support advisers and enhance client experiences.
Showcase Your Proactive Approach: In your application, give examples of how you've managed multiple tasks effectively in the past. We love candidates who take initiative, so share any relevant experiences that demonstrate your proactive mindset!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Fram Search
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and wealth management. Be prepared to discuss your previous experience in administration and how it relates to supporting advisers. This shows you’re not just familiar with the role but genuinely interested in the industry.
✨Showcase Your Organisational Skills
During the interview, highlight specific examples of how you've managed multiple tasks effectively. Use the STAR method (Situation, Task, Action, Result) to structure your answers, demonstrating your strong organisational skills and attention to detail.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Prepare to discuss how you would handle day-to-day client requests or coordinate meetings. This will show your proactive approach and readiness to support advisers.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, and career progression. This not only shows your interest in the firm but also helps you gauge if it’s the right fit for you.