Whyte Sharp Independent
Client Support Administrator – Financial Services
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Client Support Professional
We have a fantastic opportunity for a Client Support professional to join our team, providing support to our Financial Advisers and assisting with the needs of both new and existing clients.
This is an office-based role, providing the opportunity to work closely with our Financial Advisers and wider team in a professional and collaborative environment. We are open to discussing full-time or part-time working arrangements for the right candidate.
This role would suit someone with previous experience in Financial Services, ideally within an IFA or financial advice environment.
Day-to-Day Responsibilities
- Acting as a key point of contact for clients
- Liaising with product providers to obtain information on existing arrangements
- Preparing client review documentation
- Processing servicing requests
- Carrying out a range of general administration duties
Key Tasks and Responsibilities
- Acting as a key point of contact for new and existing clients
- Preparing for client reviews and ensuring all relevant information and documentation is available
- Supporting the firm's Financial Advisers with non-client-facing tasks relating to the preparation and administration of recommendations
- Implementing recommendations, including preparing suitability reports and completing applications and proposal forms
- Preparing and maintaining accurate client files, ensuring all relevant information is obtained to support recommendations
- Ensuring client files contain all required documentation and remain compliant with the firm's procedures and regulatory requirements
- Liaising with product providers and other third parties as required
- Processing client servicing requests and other administrative tasks
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The Ideal Applicant
The successful candidate will be:
- Experienced in Financial Services, ideally in a client support role within an IFA firm
- Comfortable working independently as well as part of a team
- Experienced in using provider websites and financial services back-office systems
- Able to demonstrate strong written and numerical skills
- An excellent communicator, both written and verbal
- Personable, professional, and enthusiastic
- Highly motivated and well-organised
- Detail-oriented, with a strong focus on accuracy and quality
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What We Offer
- A competitive salary, dependent on experience
- A generous employer pension contribution
- A supportive and professional working environment
- The opportunity to work closely with experienced Financial Advisers and develop your knowledge of financial planning
- Ongoing training and development, with opportunities to grow and progress within the firm
- A varied role with regular client contact and the opportunity to build strong, long-term client relationships
- A friendly and collaborative team where your contribution is valued
- A professional and welcoming office environment
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