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<...