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Client Support Administrator

  • Shoreham-by-Sea
  • Permanent
  • £33,000

Job details.

Our client, a prominent Independent Financial Advice firm located in Sussex, is seeking to bolster their team in Shoreham with a Client Support Administrator. Managing over £1.5 billion in client funds through their in-house Discretionary Investment Management (DIM) service and with over 30 years of industry experience, they are poised for further growth and success.

Key Responsibilities:

  • Serve as the primary point of contact for clients, managing communication through various channels.
  • Maintain precise client records and documentation within Intelligent Office, ensuring adherence to data integrity and compliance standards.
  • Generate standard client reports using approved templates and assist in utilizing additional toolsets for client analysis.
  • Facilitate the transfer, setup, and administration of investments and policies for clients, coordinating with providers as needed.
  • Oversee client fees and commission setups in Intelligent Office to ensure accuracy in financial transactions and reporting.
  • Ensure timely scanning and filing of client communications and documentation to meet regulatory compliance.
  • Assist in the ongoing maintenance of up-to-date client records to align with regulatory requirements.

Core Competencies:

  • Preferred experience with Intelligent Office.
  • Strong dedication to customer service with a proven ability to foster trust with clients.
  • Detail-oriented approach with a focus on adhering to processes.
  • Proficient problem-solving skills with the capability to navigate complex situations.
  • Excellent communication skills with a collaborative mindset towards teamwork.
  • Effective prioritization and workload management abilities.

Qualifications and Experience:

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

Their Offer:

  • Competitive salary up to £33,000.
  • Exam support provided.

If you are eager to contribute to delivering exceptional service to clients and be a part of a dynamic team, apply now to seize this opportunity.


  1. Financial Services

Joseph Gorman

Managing Consultant

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