Client Support Administrator

Role:
Client Support Administrator

Area:
Godalming

Salary: £35k d.o.e.

Position:
Full time / Permanent

Solid Recruitment is seeking an experienced Client Support Administrator to join a thriving financial services team. If you’re organised, client-focused and confident supporting advisers in a fast-paced environment, we want to hear from you.

Key Experience & Skills

* Background in financial services or an IFA environment (preferred).

* Strong client administration and customer service skills.

* Experience using Intelligent Office (IO) (preferred).

* Excellent attention to detail and a process-driven mindset.

* Confident problem solver with the ability to handle non-standard situations.

* Strong written and verbal communication skills; able to build trusted relationships.

* Able to prioritise workload and work collaboratively within a team.

Role Responsibilities

* Act as a key point of contact for clients via phone, email and letter.

* Maintain accurate client records, documentation and investment details within IO.

* Record all client interactions and ensure compliance with regulatory standards.

* Support the preparation of client reports, reviews and documentation.

* Liaise with providers to manage transfers, applications and ongoing administration.

* Ensure fees and commissions are accurately set up and maintained.

* Uphold AML/KYC, GDPR and other compliance requirements.

* Provide general office support and occasional cover for reception or other admin roles.

Additional Requirements

* Complete mandatory financial services training.

* Adhere to company policies and data security standards