Position Available: Client Support Administrator

We are looking for a bright candidate with a vibrant personality who is ready to join our small, successful team. Personality and determination to do an excellent job are as important as experience and qualifications for this role.

Role: Client Support Administrator

Location: Woking, Surrey

Term: Full Time

Salary: £18,000 – £25,000

Who we are

Clarus Wealth is an independent Chartered financial planning and wealth management firm.  We offer the breadth of experience and capabilities of a large city firm but with the tailored, attentive and personalised service you would expect from a smaller company.  We are passionate about responsible investing and seeking to promote a more sustainable future.

About the role

You will be part of our client support team, working alongside several Financial Advisers to assist them in delivering a first class, professional client service. This dynamic role requires a high level of organisational skill to prioritise and coordinate workload activities, ensuring the Advisers are fully supported in their roles.

The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good understanding of Financial Services, or the desire to learn, would be a major benefit to the successful applicant but not a necessity for the right candidate.

Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for and any agreed actions are followed up in a timely and professional manner – good communication skills are a must.

The successful candidate will be given the opportunity to develop and grow within the role and training will be provided. Full support will be provided for those candidates wishing to study for professional qualifications and begin a long-term, successful career within wealth management.

What you will do

  • Diary management for one or more of our Advisers.
  • Liaise with clients to ensure meetings run according to plan.
  • Prepare/ check outgoing internal and external correspondence and reports, including confidential and sensitive information ensuring attention to detail.
  • To deliver the highest standard of client care both internally and externally.
  • Provide administrative support to the Advisers; including detailed meeting pack preparation, business submission, client requests, etc.
  • Submit and progress client cases.
  • Maintain accurate records of client correspondences using CRM systems.
  • Accurately update database systems.

Key Experience & Skills

  • Dealing effectively with client queries providing excellent client service at all times.
  • Able to multi-task and work to deadlines, ensuring quality is never compromised.
  • The ability to use initiative and problem solve.
  • Demonstrate excellent communication skills, particularly paying attention to detail – both internally and externally.
  • Approach work positively with a can-do attitude.
  • Be confident and discreet.
  • Maintain our company brand.
  • A willingness to work as a team member.
  • Advanced computer skills with knowledge of the Microsoft packages.
  • Happy, motivated and keen to work within a small successful business.

Next Steps:

If we have sparked your interest, please send us a copy of your CV and a cover letter or short video introducing yourself and explaining why you feel you would be suited to join our team.

Application Process:

  1. Submit your CV and cover letter or short video to [email protected]
  • Attend for interview to include a skills test
  • Second interview may be offered with the opportunity to further meet the team

Position Available: Client Support Administrator

About me:

Our Approach

Knowing what your money is doing and how it’s helping you achieve your goals will give you an overall feeling of confidence and control over your finances. We like to keep the process as simple as possible, creating a clear, confident plan in 3 steps

Discover

We listen to you, we ask lots of probing questions so we can get a true understanding of what your concerns are, what your goals are and where you would like to get to. It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we are here to simplify it and to help.

Develop

Now we know you and your goals, we create a comprehensive financial roadmap for your future. We will consider how all your plans and investments overlap and interact with one another in order to formulate the most effective and efficient strategy for you. This can be concisely summarised by the phrase “the whole is more than the sum of its’ parts.

Deliver

Life never stands still for long. The best financial plans are designed to enable you to put alternative scenarios in place so that your long-term strategy can be altered and fixed. So, while it doesn’t mean that your overall goal has to change – it might just mean altering the road that ultimately gets you there.

We’re here for the whole journey

We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals. We’re here for the whole journey. All good relationships require continual feedback and input.  Once we have learned about you and your needs, developed and implemented a financial plan, we are not done, and in many ways our work has just begun.

Regularly reviewing and adapting your financial plan is always recommended, no matter what’s happening, because it helps you to stay on track. We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals.