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Client Support Administrator

Job Posted: 9 hours ago

Salary: £ 28,000 - 35,000 / Annum
Job Type: Permanent
Location: BN11, Worthing, West Sussex

Expire in: a month

Job Description

Role: Client Support Administrator

Area: Worthing

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

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Client Support Administrator job near me in BN11, Worthing, West Sussex! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!