Client Support Administrator Flexible Working We understand that life isn’t one-size-fits-all, and we’re committed to helping you balance your personal and professional commitments. That’s why we embrace flexible working. Many of our team members work in different ways, including part-time arrangements—so if flexibility matters to you, let’s talk about it at interview. We also offer a hybrid working model, giving you the best of both worlds: three days a week in the office and two days working from home. Plus, to make your commute easier, we provide free shuttle buses from Horsham Station straight to our campus. Description We are looking for a dedicated Client Support Administrator to join our successful and award-winning team of Chartered Financial Planners. As an integral part of the business, you’ll provide crucial administrative support to our Financial Planners, ensuring a seamless and exceptional experience for our clients. What you'll do * Support Financial Planners with the organisation of client meetings, both online and in-person. * Act as the first point of contact for clients on all administrative matters. * Complete and submit applications, keeping data current on our Enable CRM system. * Communicate consistently with clients and providers throughout all processing activities. * Conduct electronic AML (Anti-Money Laundering) checks. * Oversee documentation for new business and asset transfers, ensuring full compliance and uploading relevant documents to Enable. * Gather key information and collate client data and product details for analysis and reports. * Prepare documents for electronic signature via Adobe Sign and respond promptly to all client/provider enquiries. * Support additional administrative and team objectives as required. The knowledge, experience and qualifications you need * Experience working collaboratively within a team and building effective relationships. * Initiative and the ability to operate effectively both independently and as part of a team. * Strong attention to detail and the ability to multi-task in a fast-paced, deadline-driven environment. * Proficient in Microsoft Office Suite and able to quickly learn new internal systems (Enable, Fusion, Wealth Platform). * Willingness to complete educational and training tutorials on our platforms. * Excellent communication skills both written and verbal with a strong telephone manner. * Flexible, positive attitude with a commitment to high client care standards. * R01, FA1, FA2 qualification(s) or an interest in pursuing them is advantageous. The base You'll be based at our regional office in Shrewsbury or Stratford Upon Avon, which serves as a dynamic regional base for our Midlands business where innovation and collaboration thrive. Situated in a vibrant historic market town, this location offers easy access to local amenities, cafés, and green spaces, all within a welcoming and professional atmosphere. The office is equipped with modern facilities and resources designed to support your work and enhance productivity