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Client Support Administrator

2 months ago

Exeter, United Kingdom Cathedral Appointments Ltd Full time
UP TO £32k DOE | FLEXIBLE WORKING | EXETER
Our client, a well-established wealth management firm based in Exeter with over a decade of experience, is seeking an experienced and highly motivated Client Support Administrator to join our Strategic Financial Planning and Portfolio Management team. The ideal candidate will be a self-starter with substantial experience in financial services administration, particularly in managing client onboarding, application processing, and portfolio management support.
This role offers Full-Time, Monday to Friday, 9 AM – 5 PM (Flexible on specific days)
Client Support Administrator responsibilities will include:
* Oversee client onboarding, including application preparation, submission, and ensuring accurate documentation
* Manage the full application process, verifying figures and monitoring fund movements for proper allocation
* Communicate with clients to address queries and provide investment status updates
* Assist with portfolio management, maintaining accurate client data, and refining processes for efficiency
Requirements of the Client Support Administrator:
* Extensive experience in financial services administration, with expertise in financial products, client onboarding, and portfolio management
* Strong organisational skills and attention to detail, ensuring accuracy in client information and financial transactions
* Excellent interpersonal skills, capable of effectively interacting with high-net-worth clients and internal stakeholders
Your benefits:
* Hybrid Working
* 25 Days Holiday Plus Bank Holidays
* Standard Auto-Enrolment Pension
* Private Medical Insurance
* Plus more
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Georgia Parkhouse
Ref: 10584