Client Support Executive - 12 month fixed term contract

Description We are seeking a Client Support Executive to join our successful, award-winning firm and support our Financial Planning team in delivering our service proposition to clients and advancing our ambitious growth plans on a 12 month FTC basis. You will be part of a cross-functional team ( Pod ) comprising Financial Planners, Paraplanners, and fellow Client Support Executives, all working together to provide an outstanding client experience, drive efficiency, and foster collaboration. We value a continuous learning mindset and encourage innovative, proactive contributions from all team members. What you''ll do Client Support Assist Financial Planners with client meetings (virtual and in-person). Prepare meeting packs including agendas, annual reports, risk questionnaires, and signature documents. Act as the main contact for client administrative queries. Support onboarding by preparing welcome packs, setting up portal access, and completing compliance checks. Administration Manage daily tasks such as processing applications and updating the Enable CRM system. Track application progress, transfers, and provider communications. Produce client review reports using Enable tools. Handle adviser fee processing, including charging instructions and reconciliation. Validate investment data and valuations for accuracy. Manage incoming post, calls, and general office administration. Prepare and send letters of authority to providers. Coordinate office supplies and ..... full job details .....