Job Title: Client Support Administrator

Location: Wigston (Hybrid Working)

Job Type: Permanent

Salary: Upto £34,000 per annum +Benefits

Are you a highly organised administrator who enjoys delivering outstanding client service? Do you thrive in a fast-paced professional environment where attention to detail and strong relationships really matter?

A well-established and respected wealth management firm is looking for a Client Support Administrator to join their friendly and collaborative team.

This organisation has spent decades helping clients build financial security and confidence in their future. Their approach centres around building trusted relationships, delivering tailored financial solutions, and providing exceptional client experiences.

If you enjoy supporting professionals, managing processes efficiently and ensuring everything runs smoothly behind the scenes, this could be the perfect opportunity.

The Role

As Client Support Administrator, you will play a vital role in ensuring the smooth running of the client journey.

You will be the first point of contact for clients and providers, supporting advisers with administrative processes while ensuring regulatory requirements are met at every stage.

Working closely with advisers and the wider support team, you will help deliver a high-quality service that keeps clients informed, supported and confident in their financial affairs.

Key Responsibilities

Processing new business applications and ensuring they are set up correctly

Completing research, trades and fund switches when required

Liaising with product providers and financial institutions

Supporting advisers with valuations, client reviews and servicing transfers

Acting as a key link between advisers and clients to keep all parties informed

Maintaining accurate client records and ensuring compliance standards are met

Providing post-meeting administrative support for advisers

Managing general administrative tasks such as scanning, filing and preparing documentation

Supporting process improvements and contributing to internal projects

Continuously developing technical knowledge and keeping up to date with industry changes

What We’re Looking For

Essential Skills

Strong organisational and prioritisation skills

Excellent attention to detail and accuracy

Strong IT and data management skills

Ability to manage multiple tasks and deadlines

Excellent relationship-building skills with clients and colleagues

Desirable Experience

Experience working within a financial advisory or wealth management environment

Knowledge of financial products and industry processes

Certificate in Financial Administration (or equivalent)

Experience using Intelliflo Office or similar CRM systems

Benefits & Rewards

Competitive salary

Workplace pension scheme (5% employer / 3% employee equivalent)

23 days holiday + public holidays

Option to buy or sell up to 5 days holiday per year

Private medical insurance after probation

Hybrid working – up to 1 day per week from home

Funding and support for professional development

Discounts on company services

Employee referral scheme

Why Join?

This is an opportunity to join a values-driven wealth management firm where teamwork, trust and professionalism are at the heart of everything they do.

You’ll be part of a supportive environment that values career development, collaboration and delivering exceptional outcomes for clients.