Senior Client Support Administrator

Role Overview

• Manage the UK Client Services mailbox, handling a high volume of inbound enquiries efficiently and professionally
• Act as first point of contact for providers and admin-level client queries
• Prepare, issue, and track client agreements and related documentation
• Process new business applications accurately and in line with internal procedures
• Log and manage all new business through internal registers and systems
• Take ownership of file completeness and operational readiness prior to advice and reporting stages

Requirements

• Experience in a financial services administration role (IFA / Wealth Management)
• Strong organisational skills and attention to detail
• Confidence managing multiple cases and competing priorities
• Professional communication skills with clients, providers, and colleagues
• Comfortable working with systems, registers, and structured processes

Benefits

• Supportive, collaborative culture focused on quality and professionalism
• Opportunity to develop your career as the UK team continues to expand
• Be part of a growing, ambitious UK business with a clear strategy
• Gain exposure to advisers, paraplanners, and complex client work