Client Support Administrator

Supportive team culture | Structured career development | Excellent employee benefits | Specialist financial services training

We are recruiting for a Client Support Administrator on behalf of a growing financial services business. This is a fantastic opportunity for an experienced administrator to move into a specialist client-support role where you’ll receive comprehensive training, take ownership of your workload and enjoy genuine long-term career development.

Joining an established operations team, you’ll gain valuable knowledge of pension transfers and client administration while supporting advisers, clients and pension providers throughout the process. With continued investment in people and clear progression routes, you’ll have the opportunity to progress into senior administration, leadership or wider operational roles over time.

Package & Benefits for the Client Support Administrator:
Salary of £30,000 per annum
Monthly performance bonus of approximately £100–£150
Private healthcare
Profit-share scheme
8% employer pension contribution
Death in service cover
Professional qualifications, structured training and ongoing career developmentAbout the Company
You’ll be joining a well-established and expanding financial services organisation committed to developing its people. With continued investment in technology, employee training and internal progression, the business provides a collaborative environment where long-term careers are genuinely supported.

The roleAs a Client Support Administrator, you’ll play an important role in supporting pension transfer cases and delivering a smooth, professional client experience. You’ll manage administrative processes from instruction through to completion, ensuring records are accurate and cases continue to progress efficiently.

Key responsibilities include:

Supporting pension transfer cases from instruction through to completion
Processing documentation accurately and maintaining complete case records
Coordinating client onboarding, preparing paperwork and obtaining electronic signatures
Liaising with pension providers, clients and internal teams to progress cases efficiently
Providing regular updates to clients and advisers throughout the process
Managing your own portfolio of cases while supporting the wider client-services function
Ensuring all work is completed in line with internal processes, service standards and deadlinesAbout you - To be successful, you’ll ideally have:

Previous administration or client-services experience within a professional office environment
Experience managing cases, documentation or regulated administrative processes
Strong attention to detail and the ability to maintain accurate client and case records
Confident communication skills and a professional approach to supporting clients
The ability to manage multiple priorities and work to deadlines
Confidence using business systems and Microsoft OfficeIf you’re looking for a Client Support Administrator role where you can develop specialist financial-services knowledge and build a long-term career, we’d be delighted to speak with you.

Click apply with your most recent CV for consideration.

Reference: JL_FIN

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