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Client Support Administrator

  • Brighton & Hove
  • Permanent
  • £33,000

Job details.

Our client is a leading Independent Financial Advice firm based in Sussex. They manage over £1.5billion of clients’ money via their in-house Discretionary Investment Management (DIM) service. With over 30 years of work in the industry, they are looking to expand on a history of growth and success with the addition of a Client Support Administrator to their Brighton office.


Key Responsibilities:

  • Act as a primary point of contact for clients, handling correspondence via various channels.
  • Maintain accurate client records and documentation within Intelligent Office, ensuring data integrity and compliance.
  • Generate standard client reports using agreed templates and assist in utilizing other toolsets for client analysis.
  • Facilitate the transfer, setup, and administration of investments and policies on behalf of clients, liaising with providers as necessary.
  • Manage client fees and commission setups in Intelligent Office for accurate financial transactions and reporting.
  • Ensure timely scanning and filing of client communications and documentation to meet compliance standards.
  • Support in maintaining up-to-date client records to adhere to regulatory requirements.

Core Competencies:

  • Previous experience with Intelligent Office preferred.
  • Strong customer service orientation with the ability to build trust with clients.
  • Process-driven mindset with attention to detail.
  • Problem-solving skills with the ability to find solutions to complex situations.
  • Excellent communication skills with a collaborative approach to teamwork.
  • Ability to prioritize and manage workload effectively.

Qualifications and Experience:

  • Previous experience in a similar administrative role preferred.
  • Proficiency in Microsoft Office Suite.
  • Familiarity with financial services industry practices and regulations is advantageous.

Their Offer

  • Competitive salary up to £33,000
  • Support through exams


If the opportunity to play a vital role in delivering exceptional service to clients appeals to you, apply now.


  1. Financial Services

Joseph Gorman

Managing Consultant

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