Role: Client Support Administrator Area: Haywards Heath 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