Client Support Administrator

Client Support Administrator (Financial Planning)

Salary: Competitive + Benefits PackageLocation: North Wales / Chester

About the Opportunity

An established and growing financial planning business is seeking an experienced Client Support Administrator to join its professional and client-focused team.

This is a varied and hands-on role that would suit a financial services administrator who enjoys delivering exceptional client service, maintaining accurate records, and supporting advisers in providing high-quality financial planning solutions. You'll play a key role in ensuring a smooth and efficient client journey while contributing to a collaborative and supportive working environment.

The Role

Working closely with Financial Planners and the wider support team, your responsibilities will include:

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• Providing administrative support to advisers and paraplanning functions.
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• Preparing and maintaining client documentation, reports and records.
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• Supporting the client review process before and after meetings.
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• Liaising with providers and third parties to obtain information, quotations, illustrations and product details.
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• Assisting with product research and comparison work.
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• Identifying and supporting financial planning opportunities and client solutions.
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• Maintaining accurate client records and ensuring compliance standards are met.
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• Supporting the implementation and ongoing use of client portal technology.
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• Ensuring all client requirements are progressed efficiently through to completion.
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About You

To be successful in this role, you will have:

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• Previous administration experience within Financial Services, Wealth Management or an IFA environment.
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• Strong attention to detail and a commitment to accuracy.
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• Excellent organisational and time management skills.
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• A proactive and self-motivated approach to work.
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• Strong communication skills and confidence dealing with clients, providers and colleagues.
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• A client-focused mindset with a passion for delivering outstanding service.
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• A willingness to learn, develop professionally and take on increasing responsibility.
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What's on Offer?

Alongside a competitive salary, you'll benefit from a comprehensive package including:

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• Generous annual leave entitlement plus bank holidays.
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• Additional Christmas shutdown period.
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• Company pension scheme with employer contributions.
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• Life assurance.
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• Health cash plan.
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• Company sick pay scheme.
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• Holiday buy and sell scheme.
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• Access to financial wellbeing support and advice.
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• Cashback rewards programme.
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Why Apply?

This is an excellent opportunity to join a respected financial planning firm that values professionalism, integrity and exceptional client service.

If interested, please apply now or contact Rhyan Scott at Reed Financial Services for more information.