Looking for a role where your organisation, accuracy, and people skills genuinely keep a financial planning business running smoothly? If you’re detail‑oriented, client‑focused, and ready to build or grow your career in financial services, we need you. This is a fantastic opportunity to develop your skills, gain industry knowledge, and work with a supportive team who will help you progress. At Metis Wealth, you’ll join a friendly, experienced group of professionals who take pride in delivering exceptional service and truly tailored financial planning solutions. Where You’ll Make an Impact As a Client Support Administrator, you’ll be at the heart of our operations. Your work ensures advisers can deliver a seamless client journey and your accuracy, organisation, and initiative will be felt across the business. You’ll take ownership of: Handling day‑to‑day admin: calls, emails, post, and accurate record‑keeping Processing new business applications and managing cases from start to finish Liaising with product providers and HNW clients throughout the client journey to provide a smooth, compliant and high‑quality client experience Providing assistance to the Paraplanning Team and Advisers to support with pre‑ and post‑sale queries and tasks Carrying out regulatory checks and keeping all stakeholders updated Preparing letters, scanning documents, and proof‑reading meeting notes Using Excel confidently to support reporting and data tasks Navigating third‑party platforms and internal systems with ease Managing time‑sensitive tasks and prioritising effectively This is a varied, hands‑on role where you’ll learn fast, gain exposure to the full financial planning process, and play a key part in keeping the business running efficiently. What You’ll Bring You’ll thrive here if you’re organised, accurate, and confident using IT systems. You’ll bring: Previous administrative experience Strong written and verbal communication Excellent attention to detail and a methodical approach The ability to prioritise and meet deadlines A friendly, adaptable attitude and a willingness to learn Basic financial services knowledge (helpful but not essential - we’ll train you) We know no one meets every requirement. If you think you can add value, we’d love to hear from you. What’s in It for You Competitive salary and benefits package Private medical insurance Paid birthday leave Access to a staff benefits platform with discounts on goods and experiences A caring, supportive culture that values its people and supports charitable causes Hybrid working after your training period The chance to build a long‑term career within a respected, FCA‑authorised firm We work Monday - Friday, 9am to 5.30pm, 37.5 hours per week. Please note due to our rural location, you’ll need access to your own transport. About Metis Wealth Metis Wealth is an Independent Financial Advice firm authorised by the Financial Conduct Authority and part of Argentis Group Limited. We believe that every client is unique, and our service reflects that. We provide bespoke financial planning solutions tailored to individual needs rather than a one‑size‑fits‑all approach. We are committed to equality of opportunity and to fostering a workplace that supports the physical and mental wellbeing of all employees. We value diversity, inclusion, and the contribution each individual brings to our organisation.