Role: Client Support Administrator

Area: Godalming

Salary: £35k d.o.e.

Position: Full time / Permanent

Solid Recruitment is seeking an experienced Client Support Administrator to join a thriving financial services team. If you’re organised, client-focused and confident supporting advisers in a fast-paced environment, we want to hear from you.

Key Experience & Skills

• Background in financial services or an IFA environment (preferred).
• Strong client administration and customer service skills.
• Experience using Intelligent Office (IO) (preferred).
• Excellent attention to detail and a process-driven mindset.
• Confident problem solver with the ability to handle non-standard situations.
• Strong written and verbal communication skills; able to build trusted relationships.
• Able to prioritise workload and work collaboratively within a team.

Role Responsibilities

• Act as a key point of contact for clients via phone, email and letter.
• Maintain accurate client records, documentation and investment details within IO.
• Record all client interactions and ensure compliance with regulatory standards.
• Support the preparation of client reports, reviews and documentation.
• Liaise with providers to manage transfers, applications and ongoing administration.
• Ensure fees and commissions are accurately set up and maintained.
• Uphold AML/KYC, GDPR and other compliance requirements.
• Provide general office support and occasional cover for reception or other admin roles.

Additional Requirements

• Complete mandatory financial services training.
• Adhere to company policies and data security standards.