At a Glance
- Tasks: Support clients and advisers in a fast-paced financial services environment.
- Company: Join a thriving financial services team in Worthing.
- Benefits: Competitive salary of £35k, full-time permanent position.
- Other info: Opportunity for growth and development in a dynamic team.
- Why this job: Be the key contact for clients and make a real difference.
- Qualifications: Experience in financial services and strong client administration skills.
The predicted salary is between 28000 - 42000 £ per year.
Do you have the right skills and experience for this role? Read on to find out, and make your application.
Area: Worthing
Salary: £35k d.o.e.
Position: Full time / Permanent
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 Worthing employer: Solid Recruitment
Solid Recruitment is an excellent employer that prioritises quality and accuracy in its work culture, making it a rewarding place for Microbiology Lab Technicians. Located in the picturesque outskirts of Chichester, employees benefit from a supportive environment that fosters professional growth and development, alongside competitive salaries and a commitment to compliance and precision in testing. Join a dedicated team where your contributions are valued and your career can flourish.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Administrator in Worthing
✨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 practising common questions related to client support and administration. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your problem-solving skills during interviews! Think of specific examples where you've tackled non-standard situations in previous roles. This will demonstrate your ability to handle challenges, which is key for a Client Support Administrator.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Client Support Administrator in Worthing
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial services and client administration. We want to see how your skills match the role, so don’t be shy about showcasing your relevant background!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Support Administrator role. Be sure to mention your problem-solving skills and attention to detail, as these are key for us.
Showcase Your Communication Skills:Since strong written and verbal communication is crucial, make sure your application reflects this. Keep your language clear and professional, and don’t forget to proofread for any typos or errors!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
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 help you answer questions confidently and show that you're serious about the role.
✨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 Comfortable with Intelligent Office
If you have experience with Intelligent Office (IO), be ready to discuss it! If not, do a bit of research to understand its features and how it’s used in client administration. Showing that you’re proactive about learning can really impress the interviewers.
✨Practice Your Communication Skills
Since strong written and verbal communication is key for this role, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and answering questions succinctly.
