Client Support Administrator – Wealth Management

About the role

Our client, a growing wealth management firm, is seeking a Client Support Administrator to join their financial planning business. You will work within a collaborative team, providing day‑to‑day administrative and technical support to Financial Advisers and ensuring client information is accurate and ready for reviews.

Key responsibilities

• Prepare client information and documentation ahead of adviser meetings and reviews.
• Obtain information and documentation from pension, investment and other financial product providers.
• Update client records with contributions, withdrawals, transfers and other relevant transactions.
• Produce meeting and review packs, including fund research, key information documents and client reports.
• Support new business processing and the submission of applications.
• Produce client correspondence and other documentation as required.

Required profile

• Relevant experience within a financial services environment or a similar role.
• Strong written and verbal communication skills with excellent attention to detail.
• Organisational and time‑management abilities, and a methodical approach to work.
• Confidence using IT systems and Microsoft Office.
• A customer‑focused attitude and commitment to delivering excellent service.
• GCSE Maths and English (Grade 5 or above) or equivalent.

Required skills

• Microsoft Office
• IT systems