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Client Support Administrator

  • Sussex
  • Permanent
  • £35,000

Job details.

Join a team that values originality, collaboration, and passion for innovation.  A Crawley-based independent Chartered Financial Planning firm with over 20 years of experience, is seeking a Client Support Administrator to join their dynamic team.

Responsibilities:

  • Provide full administrative support for onboarding new clients
  • Maintain and update client data securely
  • Prepare client reviews, update cash flow models, and produce supporting reports and documents
  • Liaise with clients via telephone, letter, and email
  • Deliver service propositions within agreed service levels and timescales
  • Coordinate with administrative staff to ensure necessary forms are prepared and clients are updated throughout the process
  • Collaborate with other professional advisers to implement agreed action plans

Qualifications:

  • Minimum of 2 years of experience working with high-net-worth UK resident private clients and delivering financial planning and investment management services
  • Demonstrated understanding of financial planning and basic product knowledge

Requirements:

  • Understanding of business strategy and goals
  • Ability to build strong relationships and foster a collegiate culture
  • Excellent communication skills, both written and verbal
  • Strong decision-making abilities and initiative
  • Commitment to ongoing self-development
  • Creative thinking and willingness to embrace change

What They Offer:

  • Competitive base salary up to £35,000 commensurate with education and experience
  • Pension and insurance benefits

This is an opportunity to become part of a team committed to integrity, professionalism, and continuous improvement. With ambitious growth plans in place, this firm offers an energetic and supportive environment where your contributions can make a real impact. Plus, being ranked in the FT Adviser Top 100 Financial Adviser list showcases this firm as one of the leading financial planning businesses in the UK. Apply now and take your career to new heights.

Sector:

  1. Financial Services

Joseph Gorman

Managing Consultant

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