Client Support Administrator

1 day ago

Watford, United Kingdom Benchmark Capital Full time

Department: Administration - Unique Location: Watford We are looking for a dedicated Client Support Administrator to join our successful and award‑winning team of Chartered Financial Planners. As an integral part of the business, you’ll provide crucial administrative support to our Financial Planners, ensuring a seamless and exceptional experience for our clients. What you’ll do Support Financial Planners with the organisation of client meetings, both online and in‑person. Act as the first point of contact for clients on all administrative matters. Complete and submit applications, keeping data current on our Enable CRM system. Communicate consistently with clients and providers throughout all processing activities. Conduct electronic AML (Anti‑Money Laundering) checks. Oversee documentation for new business and asset transfers, ensuring full compliance and uploading relevant documents to Enable. Gather key information and collate client data and product details for analysis and reports. Prepare documents for electronic signature via Adobe Sign and respond promptly to all client/provider enquiries. Support additional administrative and team objectives as required. The knowledge, experience and qualifications you need Experience working collaboratively within a team and building effective relationships. Initiative and the ability to operate effectively both independently and as part of a team. Strong attention to detail and the ability to multi‑task in a fast‑paced, deadline‑driven environment. Proficient in Microsoft Office Suite and able to quickly learn new internal systems (Enable, Fusion, Wealth Platform). Willingness to complete educational and training tutorials on our platforms. Excellent communication skills—both written and verbal—with a strong telephone manner. Flexible, positive attitude with a commitment to high client care standards. R01, FA1, FA2 qualification(s) or an interest in pursuing them is advantageous. Base You’ll be based at our regional office in Watford. The office serves as a collaborative hub where ideas and teamwork drive success. Located in a lively town with excellent transport links, the office offers easy access to shops, cafés and other local amenities. Inside, you’ll find modern facilities and resources designed to support your work and boost productivity. We promote a healthy work‑life balance and believe this location helps foster a supportive and connected community for all team members. We’re looking for the best, whoever they are We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company, its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal‑opportunity employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation or socio‑economic background. We’re building a workplace where everyone feels respected, valued and empowered to thrive. #J-18808-Ljbffr

  • Client Support Administrator

    7 days ago

    Watford, Hertfordshire, United Kingdom Benchmark Capital Full time £25,000 - £40,000 per year

    Department:Administration - UniqueLocation:WatfordDescriptionJoin an Award-Winning Chartered Financial Planning FirmWe are looking for a dedicated Client Support Administrator to join our successful and award-winning team of Chartered Financial Planners. As an integral part of the business, you'll provide crucial administrative support to our Financial...

  • Client Support Administrator

    1 week ago

    Watford, United Kingdom Benchmark Capital Full time

    **Description**: **Join an Award-Winning Chartered Financial Planning Firm** We are looking for a dedicated Client Support Administrator to join our successful and award-winning team of Chartered Financial Planners. As an integral part of the business, you’ll provide crucial administrative support to our Financial Planners, ensuring a seamless and...

  • Administrator/client Services

    5 days ago

    Watford, United Kingdom M-TWO Full time

    You love to be organised. Christmas sorted in July, holidays booked a full year in advance, a housework rota kind of organised. Dotting the I's and crossing the T's is what you are all about. It gives you zen knowing you have everything in order, in situ and it keeps surprises at bay. My client, your new employer, needs you to love this way of...

  • Client Support Specialist

    21 hours ago

    Watford, United Kingdom Benchmark Capital Full time

    A leading financial planning firm in Watford is seeking a dedicated Client Support Administrator to provide essential administrative support to Financial Planners. Responsibilities include organizing client meetings, maintaining CRM data, conducting electronic AML checks, and ensuring compliance in documentation. The ideal candidate will possess excellent...

  • Business Support Administrator

    3 days ago

    Watford, United Kingdom hays-gcj-v4-pd-online Full time

    Your newpany My client is looking for a friendly and organised individual to join their team as a Business Support Administrator. This role is ideal for someone who enjoys helping others, thrives in a fast paced environment, and has excellentmunication and administration skills.Your new role Answer iing calls in a professional and courteous mannerBook...

  • Care Coordinator

    1 week ago

    Watford, United Kingdom Private Client Full time

    **A bit about us** We are a family run Home care provider, that pride ourselves on the high standard of care we supply. Here at Novus Care we strive to enhance the quality of life of vulnerable adults by enabling and supporting Clients to lead as independent life as possible, in the comfort of their own homes. Due to our continuing growth, we are looking...

  • Business Support Administrator

    1 week ago

    Watford, United Kingdom HAYS Full time

    Job DescriptionOffice administration, answering incoming calls, booking appointments, taking messages, logging inspections Your new company My client is looking for a friendly and organised individual to join their team as a Business Support Administrator. This role is ideal for someone who enjoys helping others, thrives in a fast paced environment, and has...

  • Business Support Administrator

    3 days ago

    Watford, United Kingdom Sustainable Resourcing Full time

    **Responsibilities**: - Day to day business administration support for the small team and director - Entering data into online tools including - Arranging meetings, booking travel - Managing the small office to ensure all staff have what they need and keeping the office looking presentable - Attending client meetings to discuss their requirements and take...

  • Facilities Business Support Administrator

    1 week ago

    Watford, United Kingdom HAYS Full time

    Job DescriptionBusiness Support Admin, Sharepoint & Excel, First point of contact, Raising PO'S Your new company My client is seeking a proactive and detail oriented Facilities Business Support Administrator to join their estates team. This role involves administrative and data analysis tasks, ensuring the smooth operation of departmental systems and...

  • Client Support Executive

    3 days ago

    Watford, United Kingdom Think Accountancy and Finance Full time

    **Key Responsibilities** - Taking a proactive approach to work and helping out where necessary - Delivering excellent customer care from initial contact through to end process - attention to detail is crucial - Have an understanding approach and a good ability to listen - Raising invoices, delivery notes and picking lists - Preparing customer orders -...