Client Support Administrator

Harrogate / Hybrid Working
Client Support Admin
Full-time | Permanent | Hybrid

Are you an experienced client support professional with a background in financial services? We’re working with a rapidly growing, private equity-backed wealth management group that’s reshaping the UK financial landscape through strategic acquisitions and innovative service delivery. This is a fantastic opportunity to join a dynamic and forward-thinking team during an exciting phase of expansion.

Our client is a multi-faceted financial services group offering end-to-end wealth solutions. With a modular service model and a strong acquisition strategy, they provide flexible, scalable support to a wide range of clients across the UK.

As a Client Support Executive, you’ll play a key role in supporting financial advisers in delivering high-quality, compliant advice to private clients. You’ll be responsible for preparing client review packs, maintaining accurate records, liaising with providers, and ensuring a seamless client experience.

• Prepare documentation and reports for client review meetings.
• Maintain and update client records using internal systems.
• Liaise with product providers to obtain and verify plan information.
• Validate fund data, unit balances, and income expectations.
• Collate costs and charges, including adviser fees and fund-based income.
• Produce valuation reports and supporting documentation using templates.
• Assist with new business processing and application submissions.
• Respond to client and provider queries via phone and email.
• Ensure compliance with internal procedures and FCA regulations.
• Support advisers with research and documentation for investment comparisons.
• Contribute to continuous improvement by identifying process enhancements.

• Previous experience in a client support or admin role within financial services.
• Strong understanding of financial products, platforms, and regulatory requirements.
• Excellent communication and organisational skills.
• High attention to detail and accuracy.
• Proficiency with CRM systems and Microsoft Office.

• Customer-focused with a proactive approach to service delivery.
• Team player with a collaborative mindset.
• Comfortable working in a fast-paced, evolving environment.
• Willingness to engage in ongoing training and development.

• Competitive salary
• Hybrid working model
• 25 days annual leave (plus buy/sell options)
• Private medical insurance
• Enhanced pension scheme
• Life assurance & health cash plan
• Discretionary performance bonus
• Employee Assistance Programme
• Office closure over Christmas