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 Mia.Tong@HRGO.co.uk
