DESCRIPTION

We are seeking a proactive and organised Client Support Administrator to join our team on a 12-month maternity cover contract, based in our Broadstone office in Dorset. In this key role, you’ll deliver exceptional client service and provide vital administrative support to our Financial Planners. You’ll be the primary administrative contact for clients, ensuring efficient processing, upholding compliance standards, and contributing to an outstanding client experience.

THE KNOWLEDGE, EXPERIENCE AND QUALIFICATIONS YOU NEED

• Motivated and confident in working collaboratively across the business, building strong relationships with both internal colleagues and external stakeholders.
• Proactive and able to use initiative, while also thriving as a supportive member of the team.
• Demonstrates excellent attention to detail in all aspects of work.
• Highly organised, with the ability to prioritise multiple tasks effectively in a fast-paced, deadline-driven environment; able to make decisions and remain calm under pressure.
• Proficient in Microsoft Office applications.
• Willing to complete a range of educational and training tutorials on our internal client management systems and administration platforms, including Enable and Fusion, becoming fully familiar with our online client portal, Wealth Platform.
• Embraces change and actively contributes to a positive corporate culture.
• Possesses a professional telephone manner and demonstrates strong verbal and written communication skills.
• Hold (or working towards) relevant qualifications such as R01, FA1, and FA2, which would be an advantage.