Client Support Administrator – Financial Planning

About the role

This position supports a fast‑growing financial advice firm, providing administrative assistance to advisers and clients. You will ensure smooth preparation of client‑meeting materials, manage new business submissions, and uphold regulatory compliance.

Key responsibilities

• Produce and collate documentation for client meetings, including portfolio valuations, application forms and regulatory paperwork.
• Monitor, update and progress all new business submissions.
• Process fees for new and ongoing business and follow up on payments.
• Carry out anti‑money‑laundering checks and ensure service delivery meets FCA guidelines.
• Respond to adviser, client and provider enquiries professionally and efficiently.
• Support advisers with administrative workflow and compliance tasks.

Required profile

• Previous experience in a financial advice environment is beneficial.
• Strong written and verbal communication skills.
• Excellent organisational and time‑management abilities.
• Ability to manage multiple tasks and meet tight deadlines.
• High attention to detail, especially in a regulated setting.
• Proactive, positive attitude and willingness to learn.
• Interest in building a long‑term career in financial services.

Required skills

What we offer

• Competitive salary with annual bonus potential.
• 25 days holiday plus bank holidays and your birthday off.
• 4× salary life assurance.
• Comprehensive training, funded industry exams and paid study leave.
• Access to internal mortgage service and flexible benefits.
• Hybrid working, cycle‑to‑work scheme and employee assistance programme.