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For Companies At a Glance
- Tasks: Support clients and advisers in a fast-paced financial services environment.
- Company: Join a thriving financial services team in Haywards Heath.
- Benefits: Competitive salary of £35k, full-time permanent position.
- Why this job: Make a real difference by helping clients and building trusted relationships.
- Qualifications: Experience in financial services and strong client administration skills required.
- Other info: Dynamic role with opportunities for growth and development.
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 Haywards Heath employer: Solid Recruitment
Contact Detail:
Solid Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator in Haywards Heath
✨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! Research common questions for client support roles and practice your answers. Make sure to highlight your experience with Intelligent Office and your knack for problem-solving – these are key skills that will impress potential employers.
✨Tip Number 3
Show off your attention to detail! During interviews, be ready to discuss specific examples of how you've maintained accurate records or handled compliance requirements in previous roles. This will demonstrate your process-driven mindset and reliability.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our team. Plus, it gives us a chance to see your enthusiasm right from the start!
We think you need these skills to ace Client Support Administrator in Haywards Heath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Support Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your client administration experience and how you've solved problems in the past. Let us know why you’re excited about joining StudySmarter!
Show Off Your Attention to Detail: In a role like this, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so show us you’ve got that process-driven mindset!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Solid Recruitment
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of financial services and the IFA environment. Familiarise yourself with common terms and processes, as this will show your potential employer that you're not just a good fit for the role but also genuinely interested in the industry.
✨Show Off Your Client Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you provided excellent customer service or solved a problem for a client. This will demonstrate your strong client administration skills and ability to build trusted relationships.
✨Get Comfortable with Intelligent Office
If you have experience using Intelligent Office (IO), be ready to discuss it! If not, take some time to learn the basics. Being able to talk about how you would use IO to maintain accurate client records and documentation will give you an edge in the interview.
✨Demonstrate Your Attention to Detail
During the interview, highlight your process-driven mindset and attention to detail. You might want to share a story where your meticulousness made a difference, whether it was catching an error or ensuring compliance with regulations. This will reassure them that you can handle the responsibilities of the role effectively.
