Client Support Administrator

Airport Placements; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency is seeking a Client Support Administrator in Liverpool. This role involves acting as the primary contact for clients, managing administrative tasks related to investments and pensions, and delivering high-quality client service. Ideal candidates have over a year of experience in financial services and possess strong communication abilities. Benefits include 33 days of annual leave and employer pension contributions.

Benefits

33 days of annual leave

Employer pension contributions

Support for professional qualifications

Qualifications

• Minimum of one year's experience in an IFA environment or financial services role.
• Confident user of industry software and MS Office.
• High commitment to delivering client service.

Responsibilities

• Act as a key point of contact for client enquiries.
• Manage and maintain client information.
• Oversee investment and pension administration.
• Provide support for financial planning and recommendations.
• Prepare and send out review documents and reports.
• Streamline back-office systems for data integrity.
• Collaborate with advisers and clients to ensure progress.

Skills

Experience in Financial Services

Good understanding of pensions

Strong MS Office skills

Excellent communication abilities

Organised and process-focused

Tools

Intelliflo

FE

Dynamic Planner

Job description

HRGO are currently recruiting for a Client Support Administrator in the Liverpool City Region with experience in Financial Services. In this position, you will be the primary contact for many clients and providers.

Responsibilities:

• Act as a key point of contact for client enquiries, responding promptly and with professionalism and care.
• Update, manage, and maintain client information, including reports, valuations, and performance data.
• Oversee the administration of investment and pension activity, including transfers, withdrawals, and fund changes.
• Provide administrative support throughout the delivery of financial planning, investment, and estate planning recommendations.
• Prepare and send out review documents, reports, and suitability correspondence with a strong focus on accuracy.
• Maintain and streamline back-office systems to ensure data integrity and efficient workflows.
• Work closely with advisers, paraplanners, clients, and product providers to ensure cases progress smoothly and on schedule.

Key skills and requirements:

• A minimum of one year's experience within an IFA environment or a broader financial services role.
• Good understanding of pensions, investments, and platform processes.
• Confident user of industry software (such as Intelliflo, FE, or Dynamic Planner) along with strong MS Office skills.
• Excellent communication abilities, both written and verbal.
• An organised, process-focused approach with a commitment to delivering high-quality client service.

Additional benefits:

• 33 days of annual leave, including bank holidays.
• Employer pension contributions.
• Support for professional qualifications and ongoing development.

If you are interested in this position, please call Mia at 0151 439 3051 or email [e-mail]