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For Companies At a Glance
- Tasks: Support clients and advisers in a fast-paced financial services environment.
- Company: Thriving financial services team based in Brighton.
- Benefits: Competitive salary of £35k, full-time permanent position.
- Why this job: Join a dynamic team and make a real difference in client support.
- Qualifications: Experience in financial services and strong customer service skills required.
- Other info: Opportunity for growth and development in a supportive environment.
The predicted salary is between 28000 - 42000 £ per year.
Solid Recruitment is seeking an experienced Client Support Administrator to join a thriving financial services team. If you’re organised, client-focused and confident supporting advisers in a fast-paced environment, we want to hear from you.
Key Experience & Skills
- Background in financial services or an IFA environment (preferred).
- Strong client administration and customer service skills.
- Experience using Intelligent Office (IO) (preferred).
- Excellent attention to detail and a process-driven mindset.
- Confident problem solver with the ability to handle non-standard situations.
- Strong written and verbal communication skills; able to build trusted relationships.
- Able to prioritise workload and work collaboratively within a team.
Role Responsibilities
- Act as a key point of contact for clients via phone, email and letter.
- Maintain accurate client records, documentation and investment details within IO.
- Record all client interactions and ensure compliance with regulatory standards.
- Support the preparation of client reports, reviews and documentation.
- Liaise with providers to manage transfers, applications and ongoing administration.
- Ensure fees and commissions are accurately set up and maintained.
- Uphold AML/KYC, GDPR and other compliance requirements.
- Provide general office support and occasional cover for reception or other admin roles.
Additional Requirements
- Complete mandatory financial services training.
- Adhere to company policies and data security standards.
Client Support Administrator in Brighton employer: Solid Recruitment
Contact Detail:
Solid Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator in Brighton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Support Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of Intelligent Office (IO) and the latest compliance regulations. Being able to chat confidently about these topics will show potential employers that you're ready to hit the ground running.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We’re always looking for organised, client-focused individuals like you, so make sure your application stands out by showcasing your relevant experience and skills.
We think you need these skills to ace Client Support Administrator in Brighton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in financial services and any relevant client administration roles to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to showcase your personality and explain why you’re the perfect fit for the Client Support Administrator role. Don’t forget to mention your problem-solving skills and attention to detail!
Showcase Your Communication Skills: Since strong written communication is key, ensure your application is clear and free of errors. We want to see how you can build trusted relationships through your writing!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Solid Recruitment
✨Know Your Financial Services Stuff
Brush up on your knowledge of financial services and the IFA environment. Be ready to discuss your previous experience and how it relates to the role. This will show that you’re not just a good fit, but that you understand the industry.
✨Show Off Your Client Skills
Prepare examples of how you've provided excellent client support in the past. Think about specific situations where you solved problems or built strong relationships. This will demonstrate your client-focused mindset and ability to handle non-standard situations.
✨Get Familiar with Intelligent Office
If you have experience with Intelligent Office (IO), make sure to highlight it. If not, do a bit of research to understand its functionalities. Being able to talk about how you would use IO in your role can set you apart from other candidates.
✨Practice Your Communication Skills
Since strong written and verbal communication is key, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend. This will help you feel more confident and ensure you can build those trusted relationships right from the start.
