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This job expired on 30/09/2026. It no longer accepts applications.
Client Support Administrator – Financial Services
Recruit UK · Ewloe
Job description
About the role
We are seeking a Client Support Administrator to join a leading Independent Financial Advice firm in Ewloe. The role provides essential administrative support to advisers and paraplanners, ensuring high‑net‑worth clients receive professional and impartial advice.
Key responsibilities
- Process new business, withdrawals and fund switches.
- Prepare client meeting packs and arrange client meetings.
- Produce annual ongoing suitability reports.
- Draft simple recommendation letters.
- Assist with cash‑flow analysis to support financial advisers.
Required profile
- Experience in financial services administration, preferably within an Independent Financial Advice firm.
Required skills
What we offer
- Competitive salary up to £32,000 per year.
- Pension scheme.
- Flexitime.
- 22 days holiday plus bank holidays, with no work between Christmas and New Year.
- Increasing holiday entitlement with service length.
- Death in service benefit (4× salary).
- Company sick pay covering up to one month of absence.
- CII membership, funded exams and revision support.
- Salary progression linked to exam achievements.
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Recruit UK
Ewloe
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