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Client Support Administrator

2 months ago

Reigate, United Kingdom mbf. Full time

We are partnering with a well-established and highly regarded Independent Financial Advisory (IFA) firm based in Reigate, Surrey, to recruit a Client Support Administrator. This role offers an exciting opportunity to join a supportive team and play a key role in assisting advisors in delivering top-quality financial advice.

In the Role, you will:

  • Provide comprehensive administrative support to the firm's Financial Advisers, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.
  • Assist in client meetings by managing appointment scheduling, preparing financial documents, and coordinating follow-up actions such as fund switches or withdrawals.
  • Serve as the primary point of contact for your assigned clients, ensuring exceptional customer service at all times.
  • Confidently communicate with providers and other third parties to gather financial information on behalf of clients.

Highlights of the Role:

  • Close-Knit, Supportive Environment: Enjoy working in a conveniently located office with a positive atmosphere and a great team.
  • Comprehensive Benefits: Take advantage of mentorship opportunities and fully funded exam support as part of a competitive benefits package.
  • Flexible Working Hours: Ideal for professionals seeking reduced hours, such as those returning to work after a career break with a background in financial services. The firm is looking for someone available to work 3 or 4 days a week.
  • Hybrid Work Model: Begin with a fully office-based role during the probation period, transitioning to a hybrid schedule (two days per week working from home) after a successful three-month training period for full-time employees.
  • Competitive Salary: Offering a salary range of up to £35,000, depending on experience.

This firm is dedicated to finding the right fit—someone who thrives in a small, collaborative environment and values a positive, enjoyable workplace.

If this opportunity interests you, or if you know someone who would be a great fit, please apply immediately