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Type of Position: Client Support
Pay: £24k

Client Support Vacancy

Our client is looking for a friendly and enthusiastic individual to join their busy Client Administration Team which supports the IFA and Technical Team. Our client offers a Professional Development Programme where full training is provided throughout an employee's career.


Key Responsibilities:

  • Administering clients' portfolios using Standard Life, Navia and Transact platforms
  • Processing platform/ off-platform new business by liaising with providers, clients and team
  • Preparing clients' portfolio review packs for the Client Review Team
  • Preparing Income Drawdown Reviews
  • Dealing with platforms and product providers to obtain information about existing and potential investments
  • Supporting financial planners and technical team
  • Handling client queries and helping service existing clients
  • Assisting with the rebalance process
  • Developing and maintaining a sound working knowledge of platforms
  • Maintaining lntelliflo Office system
  • Greeting office visitors
  • Maintaining appropriate CPD to meet CII, Chartered Corporate and company requirements


Essential Qualities:

  • Financial administrator/ client support experience 1+ years
  • Ideally has some experience in using a platform
  • Experience in using lntelliflo would be an advantage
  • Service orientated with a general interest in providing an exceptional client experience
  • Good interpersonal skills and enjoys working alongside a friendly team
  • Ability to work in a busy working environment, prioritise work and meet deadlines
  • Excellent administration, written/ verbal communication skills and organisational skills
  • Possesses a keen eye for detail
  • Interested in gaining professional qualifications in Financial Services


If you are interested in this position, please email your CV to 

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