Client Support Administrator

Client Support Administrator



Full-time, Permanent

Are you an experienced administrator with a background in Financial Services? This is a fantastic opportunity to join a well-established financial planning team in a key support role. You''ll work closely with Financial Advisers, helping to deliver an exceptional service to clients while developing your own professional skills and knowledge.

The Role

As a Client Support Administrator, you''ll play an integral part in the day-to-day running of the client journey. From preparing financial reports and assisting with meetings, to liaising with providers and managing administrative workflows - your contribution will directly support high-quality financial planning.

Key Responsibilities

• Provide administrative support to Financial Advisers and their clients.

• Generate financial reports and documentation using various analytical tools.

• Schedule and support client meetings, including follow-ups such as fund switches or withdrawals.

• Act as a key point of contact for your assigned clients, ensuring excellent service.

• Liaise with financial providers and third parties to gather client information.

• Assist with internal projects and demonstrate a commitment to personal development.

• Work independently and manage your own workflow and priorities.

• Collaborate closely with colleagues to enhance team performance and client satisfaction.

About You



Essential:

• 2-3 years'' experience in a similar administrative role.

• Background in Financial Services, ideally with strong pensions knowledge.

• Excellent communication and interpersonal skills.

• Highly organised with strong attention to detail.

• Comfortable using databases and updating information systems.

• Able to manage multiple tasks and deadlines calmly and efficiently.

• A true team player who thrives in a collaborative environment.

Desirable:

• At least one RO exam (or willingness to study - full support provided).

• Familiarity with FE Analytics, cashflow forecasting tools, or systems such as Enable.

• Confident with all Microsoft Office applications.

What''s on Offer

• A competitive salary based on experience.

• A supportive team environment focused on growth and development.

• Opportunities to study for further qualifications and advance your career in financial planning.

Apply now to take the next step in your Financial Services career and join a professional, forward-thinking team.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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