Job Title: Client Support Administrator
Industry: Financial Services
Location: Ewloe (full-time office based with flexible hours)
Salary: up to £32,000 depending on experience
Job Description:
Recruit UK are working on an excellent opportunity for a Client Support Administratorposition in Ewloe to join a leading Independent Financial Advice firm to support in the delivery of high-quality services to their private wealth clients.
This will be a fabulous opportunity for an experienced Financial Services Administrator who is looking to obtain their level 4, and progress into a Paraplanner role. The company have a track record of promoting their employees, with a handful of their current adviser having started in administration.
Key Responsibilities:
- Supporting Financial Advisors and Paraplanners with managing clients and providers.
- Processing new business, withdrawals and fund switches.
- Preparing client meeting packs.
- Contacting clients to arrange meetings.
- Assisting paraplanners with reports
What's in it for you:
- Salary up £32,000
- Funded exams and additional revision support
- Salary increased linked to exam achievements (in addition to annual pay reviews)
- Defined progression route up to Adviser (if desired)
- Flexible hours
- Holiday: 22 days (increasing with service) + BH + Christmas closure
- DIS, Pension, Sick Pay
Skills and experience required:
- Financial Services Administration experience, ideally gained working in a Financial Advice company
- Ability to work from office full time
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Client Support Administrator employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
