Role: Client Support Administrator
Area: Godalming
Salary: £35k d.o.e.
Position: Full time / Permanent
Solid Recruitment is seeking an experienced Client Support Administrator to join a thriving financial services team. If you’re organised, client-focused and confident supporting advisers in a fast-paced environment, we want to hear from you.
Key Experience & Skills
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Background in financial services or an IFA environment (preferred).
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Strong client administration and customer service skills.
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Experience using Intelligent Office (IO) (preferred).
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Excellent attention to detail and a process-driven mindset.
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Confident problem solver with the ability to handle non-standard situations.
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Strong written and verbal communication skills; able to build trusted relationships.
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Able to prioritise workload and work collaboratively within a team.
Role Responsibilities
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Act as a key point of contact for clients via phone, email and letter.
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Maintain accurate client records, documentation and investment details within IO.
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Record all client interactions and ensure compliance with regulatory standards.
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Support the preparation of client reports, reviews and documentation.
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Liaise with providers to manage transfers, applications and ongoing administration.
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Ensure fees and commissions are accurately set up and maintained.
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Uphold AML/KYC, GDPR and other compliance requirements.
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Provide general office support and occasional cover for reception or other admin roles.
Additional Requirements
