Client Support Administrator

HRGO are currently recruiting for a Client Support Administrator in the Liverpool City Region with experience in Financial Services. In this position, you will be the primary contact for many clients and providers.

Responsibilities:

• Act as a key point of contact for client enquiries, responding promptly and with professionalism and care.
• Update, manage, and maintain client information, including reports, valuations, and performance data.
• Oversee the administration of investment and pension activity, including transfers, withdrawals, and fund changes.
• Provide administrative support throughout the delivery of financial planning, investment, and estate planning recommendations.
• Prepare and send out review documents, reports, and suitability correspondence with a strong focus on accuracy.
• Maintain and streamline back-office systems to ensure data integrity and efficient workflows.
• Work closely with advisers, paraplanners, clients, and product providers to ensure cases progress smoothly and on schedule.

Key skills and requirements:

• A minimum of one year's experience within an IFA environment or a broader financial services role.
• Good understanding of pensions, investments, and platform processes.
• Confident user of industry software (such as Intelliflo, FE, or Dynamic Planner) along with strong MS Office skills.
• Excellent communication abilities, both written and verbal.
• An organised, process-focused approach with a commitment to delivering high-quality client service.

Additional benefits:

• 33 days of annual leave, including bank holidays.
• Employer pension contributions.
• Support for professional qualifications and ongoing development.

If you are interested in this position, please call Mia at  or email