Job Description
Client Support Administrator – Financial Services
An established financial advisory firm is looking for a Client Support Administrator to provide high-level administrative support and enhance client relationships.
Key Responsibilities:
*
Manage client records and liaise with insurance, pension & investment providers
*
Support advisers with admin, scheduling, and correspondence
*
Organise client meetings and internal events
*
Ensure compliance and smooth office operations
Requirements:
*
Experience in financial services administration preferred
*
Strong organisational skills and attention to detail
*
Proactive, client-focused, and confident with Microsoft Office (Intelliflo desirable)
Why Apply:
*
Supportive professional environment with career development
*
Competitive...
An established financial advisory firm is looking for a Client Support Administrator to provide high-level administrative support and enhance client relationships.
Key Responsibilities:
*
Manage client records and liaise with insurance, pension & investment providers
*
Support advisers with admin, scheduling, and correspondence
*
Organise client meetings and internal events
*
Ensure compliance and smooth office operations
Requirements:
*
Experience in financial services administration preferred
*
Strong organisational skills and attention to detail
*
Proactive, client-focused, and confident with Microsoft Office (Intelliflo desirable)
Why Apply:
*
Supportive professional environment with career development
*
Competitive...
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