Client Support Administrator
Full-time, Permanent
Are you an experienced administrator with a background in Financial Services? This is a fantastic opportunity to join a well-established financial planning team in a key support role. You'll work closely with Financial Advisers, helping to deliver an exceptional service to clients while developing your own professional skills and knowledge.
The Role
As a Client Support Administrator, you'll play an integral part in the day-to-day running of the client journey. From preparing financial reports and assisting with meetings, to liaising with providers and managing administrative workflows - your contribution will directly support high-quality financial planning.
Key Responsibilities
Provide administrative support to Financial Advisers and their clients.
Generate financial reports and documentation using various analytical tools.
Schedule and support client meetings, including follow-ups such as fund switches or withdrawals.
Act as a key point of contact for your assigned clients, ensuring excellent service.
Liaise with financial providers and third parties to gather client information.
Assist with internal projects and demonstrate a commitment to personal development.
Work independently and manage your own workflow and priorities.
Collaborate closely with colleagues to enhance team performance and client satisfaction.
About You
Essential:
2-3 years' experience in a similar administrative role.
Background in Financial Services, ideally with strong pensions knowledge.
Excellent communication and interpersonal skills.
Highly organised with strong attention to detail.
Comfortable using databases and updating information systems.
Able to manage multiple tasks and deadlines calmly and efficiently.
A true team player who thrives in a collaborative environment.
Desirable:
At least one RO exam (or willingness to study - full support provided).
Familiarity with FE Analytics, cashflow forecasting tools, or systems such as Enable.
Confident with all Microsoft Office applications.
What's on Offer
A competitive salary based on experience.
A supportive team environment focused on growth and development.
Opportunities to study for further qualifications and advance your career in financial planning.
Apply now to take the next step in your Financial Services career and join a professional, forward-thinking team.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website
Job Info
Job Title:
Client Support Administrator
Company:
Location:
Woking, Surrey
Competitive
Posted:
Aug 22nd 2025
Closes:
Sep 22nd 2025
Sector:
Administration
Contract:
Permanent
Hours:
Full Time
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