Client Support Administrator

Client Support Administrator – Leeds

Salary: £23,500 per annum

Working Hours: Monday to Friday, 8.30am-5pm

Are you ready to elevate your career in a dynamic and supportive environment? This role offers the perfect blend of professional growth and personal satisfaction. As a Client Support Administrator, you will be an essential member of the Client Support team, ensuring the seamless delivery of high-level administrative support for Planners and Paraplanners. Your contributions will directly impact the quality of client experience and service, making this role both rewarding and impactful.


Key Responsibilities:

- Collaborate with the Client Support Team Leader to ensure all activities adhere to company policies and meet agreed standards and timescales.
- Engage in tasks such as basic report writing, preparing client documentation, handling client enquiries, and performing reception and office duties as needed.
- Process client applications and instructions, ensuring compliance and timely submission within defined business processes.
- Proactively manage and prioritise your workload to maintain excellent client service and delivery.
- Identify areas for improvement to maximise efficiency and enhance the client experience.
- Support colleagues and maintain effective relationships with clients and third parties.
- Adapt quickly to shifting priorities in a high-pressure environment, ensuring demanding targets are met.

Skills & Experience Required:

- Proven ability to prioritise work effectively, work under pressure, and meet strict deadlines.
- Strong interpersonal skills and a track record of successful delivery in a financial planning business.
- Excellent planning and organisational skills to align activities with business priorities.
- Proficiency in MS Office Products.
- Experience working collaboratively in a fast-paced team to ensure smooth operations.

This role is ideal for a highly organised and proactive individual with a passion for delivering exceptional client service. If you possess the skills and experience outlined above, this could be the perfect next step in your career. Apply today to become a valued member of the Client Support team in Leeds.