Client Support Location: Leicester or St Ives (Cambridgeshire) Job Type: Full-time Salary: up to £30k Reed Financial Services are working with a 40-year-old Financial Services providing financial security who are seeking a dedicated Client Support professional. This role is pivotal in providing administrative excellence and ensuring regulatory compliance throughout the client journey. If you have a passion for financial services and a commitment to client-centred excellence, we invite you to join our team. Day to Day of the role: Process new business efficiently, including research, trades, fund switches, and liaising with product providers to ensure correct setup and processing. Support with valuations, transfer of servicing, and client reviews to facilitate efficient and effective client meetings. Act as a communication link between clients and advisers, keeping both parties informed on financial matters. Maintain and update client information on relevant systems, ensuring accuracy, timeliness, and compliance. Provide post-meeting administrative support to advisers, adhering to agreed timescales. Report any complaints, breaches, or losses to the Commercial Director promptly. Perform general administrative duties to meet deadlines, maintain records, and comply with regulatory requirements. Maintain and develop technical, product, and industry knowledge to work effectively. Contribute to process improvements, developments, and business projects. Support with suitability, cashflow, and client portal management in line with company processes. Required Skills & Qualifications: Excellent prioritisation and organisational skills, with the ability to manage workloads and adhere to deadlines. Advanced data and IT skills, including data input, accuracy, and navigation. Ability to build and maintain effective relationships with clients and advisers. Desirable: Experience in financial advisory, industry and product knowledge, Certificate in Financial Administration or equivalent, and familiarity with Intelliflo Office and/or The Openwork Partnership’s ConcertHub system. Benefits: Competitive salary and workplace pension with salary exchange (5% employer and 3% employee equivalent). 23 days holiday allowance, plus public holidays, with the option to buy or sell up to 5 days per year. Private medical scheme after 6 months’ probation. Hybrid working up to 1 day a week from home, plus flexible working for appointments. Support for professional development. Discounts on our services and a referral scheme. To apply for the Client Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.