Posted by First Recruitment Services • £27K/yr to £30K/yr
We are delighted to be partnered with our friendly, professional and established client as they seek to recruit a Client Support Administrator to join their experienced team at their offices in central Haywards Heath.
Full time permanent role
This role is available due to strong company growth levels.
As a Client Support Administrator, you will be an essential member of the Client Support team, ensuring the seamless delivery of high-level administrative support for Planners and Paraplanners.
Are you ready to elevate your career in a dynamic and supportive environment?
This role offers the perfect blend of professional growth and personal satisfaction.
Posted by Exactitude Resourcing Limited • £24K/yr to £27K/yr
General
Job role: Client Administrator, focusing on providing administrative support across the company to ensure that clients receive outstanding levels of customer service and support.
Benefits: Competitive benefits package including pension and private medical cover, increased annual leave with service and the opportunity to purchase extra holiday.
Additional job details
The Client Administrator is a key role in providing first class administrative support to the company and their clients.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
Key responsibilities
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
General
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
You will produce plan information on request and proactively, liaising with product providers appropriately.
Posted by Opus People Solutions • £25K/yr to £35K/yr
We are seeking a dedicated and detail-oriented individual to join our clients team as Financial Planning Administrative Support.
In this role, you will provide essential administrative support to Financial Planners and Directors, ensuring they have timely and accurate information for client meetings.
You'll play a key role in maintaining client records, adhering to internal processes, and contributing to the development of junior team members.
We are partnering with a well-established and highly regarded Independent Financial Advisory (IFA) firm based in Reigate, Surrey, to recruit a Client Support Administrator.
This role offers an exciting opportunity to join a supportive team and play a key role in assisting advisors in delivering top-quality financial advice.
In the Role, you will
Provide comprehensive administrative support to the firm's Financial Advisers, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.