Client Support Administrator - D&R Recruitment Limited : Job Details

Client Support Administrator

Competitive base with comprehensive benefits

Office based.

About Us:

We are a reputable and client-focused Financial Advisory practice, committed to delivering high-quality, tailored financial planning and wealth management services. Our values centre around professionalism, trust, and long-term client relationships.

As we continue to grow, we are seeking a motivated and organised Client Support Administrator to join our friendly and professional team.

The Role:

As a Client Support Administrator, you will play a vital role in ensuring the smooth day-to-day running of the office and supporting our advisers in delivering an exceptional client experience. You will be a key contact for clients, providers, and internal stakeholders, ensuring documentation and processes are handled efficiently and with care.

Key Responsibilities:

• Provide administrative support to financial advisers and paraplanners
• Process new business applications, withdrawals, and transfers
• Prepare client reports, valuations, and review packs
• Liaise with product providers and clients to obtain policy information
• Maintain and update client records on the back-office system (e.g., Intelligent Office, Xplan, or similar)
• Schedule client meetings and manage adviser diaries
• Ensure all regulatory requirements and compliance standards are met

About You:

• Previous experience in an IFA or financial services environment is essential
• Strong understanding of pensions, investments, and financial products
• Excellent administrative, organisational, and communication skills
• Proficient in Microsoft Office and financial CRM/back-office systems
• A professional and client-focused attitude
• Working toward or holding a relevant financial services qualification (e.g., CII Level 3) is desirable

What We Offer:

• A supportive and collaborative working environment
• Opportunities for career development and professional qualifications
• Flexible working arrangements where possible
• 25 days annual leave bank holidays
• Pension scheme and performance-related incentives