Client Accounts Administrator

Administrator & Client Support Executive
Full-Time | Office Based | Monday–Friday, 9am–5pm

We are looking for an organised and proactive Administrator & Client Support Executive to join our growing team. This role combines administration, client support, report writing, and outbound calling to existing clients and new leads, within a Financial Advisory / Investment Managemernt firm.

The successful candidate will be confident communicating with clients, managing multiple tasks, and supporting the wider team to deliver excellent service.

Key Responsibilities

• Preparing reports and completing administrative tasks
• Maintaining accurate client records and CRM systems
• Handling calls, emails, post, and general office administration
• Making outbound calls to warm and cold leads
• Building and maintaining strong client relationships
• Supporting the sales and advisory teams with day-to-day administration
• Ensuring compliance with company policies and data protection procedures

Requirements

• Previous office administration experience essential
• Strong organisational and communication skills
• Confident telephone manner
• Good attention to detail and data entry skills
• Proficient in Microsoft Office (Word & Excel)

Benefits

• Salary: £25,000 DOE
• 22 days holiday + bank holidays
• Company pension scheme
• Onsite parking
• Study support and progression opportunities