At a Glance
- Tasks: Support Financial Advisers and ensure clients receive top-notch service.
- Company: Established financial services business with a supportive team culture.
- Benefits: Career growth, ongoing training, and a dynamic work environment.
- Other info: Office-based role with occasional travel and full training provided.
- Why this job: Join a fast-paced team and make a real difference in client experiences.
- Qualifications: Strong admin skills and excellent communication abilities.
The predicted salary is between 25000 - 32000 £ per year.
The Opportunity
We’re recruiting for an organised and customer-focused Client Support Administrator to join a well-established and growing financial services business in Wimborne. This is a fantastic opportunity for someone with strong administration skills who enjoys working in a fast-paced, client-focused environment. You’ll play a key role in supporting Financial Advisers and ensuring clients receive a smooth and professional service throughout their journey. The successful candidate will be joining a collaborative and supportive team with excellent long-term career prospects and ongoing professional development opportunities.
Key Responsibilities
- Client & Adviser Support
- Arrange and coordinate annual review appointments with clients
- Book follow-up and ad-hoc meetings where required
- Prepare client meeting documentation and review packs
- Support advisers with day-to-day administration
- Ensure all client interactions are handled professionally and efficiently
- Maintain excellent communication with clients and internal teams
- Business Processing & Administration
- Process new business applications and investment cases
- Prepare and manage supporting documentation
- Assist with fund switches, encashments, and drawdown administration
- Ensure accurate and timely completion of administrative tasks
- Maintain up-to-date client records within CRM systems
- Liaise with providers and external administration teams where required
- Compliance & Quality
- Complete AML and ID verification checks
- Ensure all work is completed in line with compliance and GDPR requirements
- Maintain accurate records and documentation
- Follow internal processes and service standards at all times
About You
The ideal candidate will have:
- Previous administration experience, ideally within financial services or a professional services environment
- Strong organisational skills and attention to detail
- Excellent communication and customer service skills
- The ability to prioritise workload and work to deadlines
- Confidence using CRM systems and Microsoft Office
- A proactive and team-focused approach
Experience supporting Financial Advisers, Wealth Management teams, or working within pensions/investments would be highly advantageous, although not essential.
Additional Information
- Office-based role in Wimborne
- Occasional travel may be required for meetings or events
- Full training and ongoing support provided
Client Support Administrator employer: WEALTHLINK RECRUITMENT LTD
Join a dynamic and supportive team at a well-established financial services business in Wimborne, where your organisational skills will shine as you provide essential support to Financial Advisers and clients alike. With a strong emphasis on professional development and a collaborative work culture, this role offers excellent long-term career prospects and the chance to thrive in a fast-paced environment. Enjoy the benefits of comprehensive training and a commitment to maintaining a positive workplace atmosphere that values teamwork and client satisfaction.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Administrator
✨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 interviews by researching the company and its culture. Understand their values and how they support their clients. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Client Support Administrator, you'll need to interact with clients and advisers regularly. Role-play common scenarios with a friend to boost your confidence and ensure you come across as professional and approachable.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our fantastic team in Wimborne!
We think you need these skills to ace Client Support Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Support Administrator role. Highlight your administration experience 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 organisational skills and customer service experience, and let us know why you’re excited about joining StudySmarter.
Showcase Your Communication Skills:Since communication is key in this role, make sure your application reflects your ability to communicate clearly and professionally. Whether it's your CV or cover letter, keep it concise and engaging – we love a good read!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s super easy, and you’ll be able to track your application status. Plus, it shows us you’re keen on joining our awesome team at StudySmarter!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Support Administrator. Familiarise yourself with the key responsibilities like client support, business processing, and compliance. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Skills
Highlight your previous administration experience, especially if it's within financial services. Be ready to discuss specific examples where you've demonstrated strong organisational skills and attention to detail. This will help the interviewers see how you can contribute to their team.
✨Practice Your Communication
Since excellent communication is crucial for this role, practice articulating your thoughts clearly. You might be asked about how you handle client interactions or work with advisers, so prepare some scenarios that showcase your customer service skills and ability to maintain professionalism.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, or professional development opportunities. This shows that you're not just interested in the job, but also in how you can grow within the company.
