client support administrator

Ortus PSR

IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time Location: Cheltenham - Remote, 25 hours a week Salary: £28,000 - £33,000 pro rata Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish. Whether you're an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported. Responsibilities <ul><li>As an IFA Administrator, you'll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service. </li><li>Prepare and process new business applications across pensions, investments, protection, and platforms </li><li>Maintain accurate client records on CRM systems </li><li>Liaise with product providers for valuations, policy information, and ongoing servicing </li><li>Generate client reports, illustrations, and letters using provider tools and templates </li><li>Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements </li><li>Handle day-to-day client communications in a professional and proactive manner </li></ul>Requirements <ul><li>We're looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment. </li><li>Previous experience in an IFA, Wealth Management or Financial Planning firm </li><li>Solid understanding of financial products including pensions, ISAs, bonds, and protection </li><li>Familiarity with industry platforms and provider portals </li><li>Confident using back-office systems </li><li>Excellent communication and interpersonal skills </li><li>Strong administrative, organisational and time management abilities. </li></ul>

Client Services Administrator

Al Sultan Road Contracting & Infrastructure

Job SummaryWe are seeking a detail-oriented and experienced CRM Administrator to manage, optimize, and maintain our Customer Relationship Management (CRM) system within a real estate environment.The successful candidate will support sales, marketing, and operations teams by ensuring accurate data management, efficient workflows, reliable reporting, and strong CRM user adoption.Key Responsibilities<ul><li>Administer, configure, and maintain the CRM system (Salesforce, HubSpot, Zoho, Odoo, Microsoft Dynamics, or similar)</li><li>Manage CRM users, roles, permissions, and access controls</li><li>Import, clean, update, and maintain lead and client data to ensure data accuracy and integrity</li><li>Monitor and maintain CRM workflows related to lead management, follow-ups, and sales pipelines</li><li>Create and update CRM reports, dashboards, and performance metrics</li><li>Support sales and marketing teams with CRM automation and reporting needs</li><li>Coordinate with internal teams to improve CRM processes and system usage</li><li>Train users on CRM best practices and proper data entry</li><li>Assist with CRM integrations (ERP systems, marketing tools, property systems)</li><li>Ensure compliance with data privacy and security policies</li></ul>Requirements<ul><li>Bachelor&rsquo;s degree in Business Administration, IT, Computer Science, or related field</li><li>Minimum 2&ndash;3 years of experience as a CRM Administrator or similar role</li><li>Hands-on experience with at least one CRM platform (Salesforce, HubSpot, Zoho, Odoo, Microsoft Dynamics)</li><li>Strong experience in data management, reporting, and CRM maintenance</li><li>Proficiency in Microsoft Excel and Google Sheets</li><li>Strong attention to detail and analytical skills</li><li>Good communication skills and ability to support non-technical users</li><li>Real estate industry experience is an advantage</li></ul>Job Type: Full-timeApplication Question(s):<ul><li>Do you have experience managing CRM systems in the real estate, brokerage, or property development sector?</li><li>Which CRM platforms have you used extensively (hands-on administration, not just user level)?</li><li>How many years of experience do you have as a CRM Administrator or in a similar CRM-focused role?</li></ul>Language:<ul><li>Arabic (Required)</li></ul>

CRM Administrator

Aspire Recruitment Solutions

IFA Support Administrator Oxford Salary up to £35k, a strong element of home working and competitive Benefits. Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Oxford area? This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated. Job Summary: <ul> <li>You will be responsible for working closely with the advisers and clients</li><li>Liaise with product providers to ensure timely and accurate responses to clients</li><li>Send Letters of Authority and gather accurate information</li><li>Obtain illustrations and application forms</li><li>Production of portfolio valuations</li><li>Provide a friendly and professional point of contact for clients and enquiries</li></ul> Qualifications and Experience: - <ul> <li>Minimum 1 year experience in financial services administration</li><li>Salary range up to £35k depending upon experience</li><li>Pension and death in service benefits</li><li>25 days holiday (+ Bank Holidays) per annum</li><li>The ability and support to work flexibly where appropriate, in terms of hours and location</li><li>Support with further qualifications, including study leave</li></ul> If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN

IFA Support Administrator

Capio Recruitment Financial Planning

Job Title: Client Support AdministratorLocation: BristolSalary: £28,000 - £34,000 (DOE)This is an opportunity to join a well-established and forward-thinking Independent Financial Services firm in Bristol. You'll be part of a supportive and collaborative team, providing vital administrative and reporting support to Financial Advisers and Paraplanners.This role is ideal for someone confident, organised, and detail-oriented, with a solid background in financial services administration. You'll be working closely with advisers, clients, and providers, ensuring a smooth and professional service at every stage.The Role:<ul><li>Assist with all aspects of client administration and financial reporting</li><li>Prepare documentation and reports for annual reviews and client meetings</li><li>Liaise with clients and providers regarding new and existing business across pensions, investments, and protection</li><li>Process new business applications and monitor progress through to completion</li><li>Update and maintain client records within Intelliflo (IO)</li><li>Manage personal workflow and diary effectively</li><li>Assist in preparing simple suitability reports and processing adviser fees</li><li>Support wider team tasks and ensure compliance standards are maintained</li></ul>The Required Skills & Experience:<ul><li>Minimum of 3 years' experience within a Financial Services Administration role</li><li>Broad product knowledge across pensions, investments, and protection</li><li>Excellent organisational and time management skills</li><li>High attention to detail and strong numeracy skills</li><li>Confident communicator and team player</li><li>Proficient in Microsoft Office (Word, Excel, Outlook)</li><li>Knowledge of Intelliflo advantageous</li><li>Familiarity with various platforms </li></ul>What's on Offer:<ul><li>Salary £28,000 - £34,000 depending on experience</li><li>Hybrid working</li><li>Supportive, collaborative team environment with strong leadership</li><li>Financial assistance towards professional qualifications (CII or equivalent)</li><li>Opportunity to develop within a respected and growing independent firm</li></ul>To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment."INDSBWEA"

IFA Administrator

Exchange Street Claims & Financial Services

Some firms don't even know what a career journey is, never mind put one in place.So you get stuck, in a rut, doing the same old, same old. Year after year.Not here.Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner.What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You'll be looked after in other ways too.Starting salary is to £32,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus ever year.Alongside that you get:<ul> <li>8% employer pension contribution</li><li>PMI</li><li>DIS x 4</li><li>25 days holiday</li><li>Once you've settled in there's hybrid working (3 days in the office)</li><li>Free parking and beautiful offices</li></ul> As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight). HERE'S WHAT YOU'LL NEED:You will have some experience as an administrator in a financial planning firm.IFA and IO experience is a nice to have but not essential. Platform experience is useful.You'll be conscientious and keen to learn. -Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Administrator

Michael Page Australia

About Our ClientThe employer is a respected player in the Energy & Natural Resources industry, known for its efficient and professional approach. Focusing on delivering high-quality, sustainable services to their clients and fostering a supportive work environment for their team.Job Description<ul><li>Provide administrative support to ensure smooth daily operations.</li><li>Manage and maintain accurate records and documentation.</li><li>Assist with scheduling meetings and coordinating appointments.</li><li>Respond to emails and phone inquiries in a timely manner.</li><li>Support Human Resources team with on-boarding and off-boarding employees.</li><li>Support Finance Team with goods receipting process and employee expense reimbursements</li><li>Assist with credit card reconciliations</li><li>Book flights and accommodation</li><li>Book operational training requirements</li><li>Support site training mobilisation</li><li>Update training compliance records</li><li>Once a month travel to site is required</li></ul>The Successful ApplicantA successful Team Support Administrator should have:<ul><li>Previous experience in an administrative or team support role.</li><li>Strong organisational and time-management skills.</li><li>Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.</li><li>Excellent written and verbal communication skills.</li><li>Attention to detail and a proactive approach to problem-solving.</li><li>Ability to work independently and as part of a team.</li><li>Experience using SAP</li><li>Valid Australian Drivers License.</li><li>Full Working Rights in Australia</li></ul>What's on Offer<ul><li>6-12 Month Temporary Contract</li><li>Immediate Start</li><li>Central Perth location with easy access to public transport.</li></ul>

Team Support Administrator

DICETEK LLC

<div>The role will primarily support documentation activities, maintain trackers (such as access permit forms), and share maintenance schedules with relevant stakeholders (internal teams). The Administrator will also be responsible for raising and following up on requests in the system.
Therefore, the candidate should have strong Excel skills and be proficient in general office software, including MS Word, Outlook, and PowerPoint.<ul><li>
Experience in office administration.</li><li>
Good communication skills for coordinating with internal teams and service providers.</li><li>
Attention to detail for accurate record-keeping and documentation.</li><li>
Ability to work independently and follow up on pending tasks.</li><li>
Familiarity with basic reporting and data entry processes.</li></ul></div>

Admin Support

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