Summary: The Client Support Administrator role at a leading financial planning firm in Horsham involves providing essential administrative support to Chartered Financial Planners, ensuring exceptional client service. The position requires managing various tasks throughout the advice process, including documentation preparation and client communication. The firm emphasizes a client-first approach and offers a supportive work environment with modern facilities. Candidates should possess relevant administrative experience in financial services and strong organizational skills.

Key Responsibilities:

• Provide administrative support to Chartered Financial Planners throughout the advice process.
• Prepare meeting packs, documentation, and reports for client meetings and annual reviews.
• Manage day-to-day administrative tasks, including application submissions and maintaining accurate data within the CRM system.
• Maintain contact with clients and providers during processing to ensure smooth operations.
• Conduct electronic AML checks and prepare letters of authority for client research.
• Assist in collating client data to construct recommendation reports and prepare related correspondence.
• Oversee new business submissions and asset transfers, ensuring compliance documentation is managed effectively.
• Prepare and send documents for electronic signing via Adobe Sign.
• Handle telephone and email inquiries from clients and providers.
• Manage post processing, scanning, photocopying, filing, and email correspondence.

Key Skills:

• Motivated team player with strong relationship-building skills.
• Proven organizational skills and ability to prioritize tasks in a deadline-driven environment.
• A minimum of 12 months of administration experience within Financial Services, preferably in wealth management or financial planning.
• Familiarity with Client Management Systems and readiness to learn internal systems.
• Adaptability and willingness to embrace change.
• Excellent communication skills and high standards of literacy.
• Desired qualifications: R01, FA1, FA2 Qualified, or actively pursuing these qualifications.

Salary (Rate): undetermined

City: Horsham

Country: United Kingdom

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Finance