BIRMINGHAM
A respected financial planning firm is looking for a Client Support Administrator to join their friendly and supportive team. This varied role combines client administration and reception duties, offering the opportunity to grow your career while contributing to the delivery of exceptional client service.
Key Responsibilities:
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Update and maintain client data accurately on internal systems
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Create and manage online filing systems and client files
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Liaise with insurance companies and access provider portals for policy information
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Manage letters of authority and identity verification checks
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Prepare documents and reports for client meetings
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Take meeting minutes and support general administrative tasks
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Provide professional front-of-house support: answering calls, greeting visitors, preparing the boardroom, managing post, and booking meeting venues and lunches
Requirements:
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Strong literacy, numeracy, and attention to detail
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Excellent organisational skills and the ability to prioritise tasks effectively
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Competence using IT systems and Microsoft Office
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Experience in a similar administration or client support role (financial services experience advantageous but not essential)
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Friendly, approachable, and a genuine team player
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Willingness to learn, take feedback, and continuously improve
What’s on Offer:
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Hybrid working with 2 days at home
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Funded training, attendance at industry events, and quarterly social events
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Salary: £25,000–£30,000 depending on experience
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Generous bonus
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Benefits: Pension (3% employer-matched), Income Protection, Critical Illness, Death in Service cover
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Holiday: 26 days + bank holidays, with the option to purchase up to 10 additional days
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Opportunity to develop your career and make a real impact in a growing, client-focused firm
This is an excellent opportunity for someone organised, proactive, and personable to build their career in financial services and be part of a supportive, high-performing team.