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Client Support Administrator
Skybound Wealth ManagementClient Support Administrator assisting financial advisers and paraplanners in a hybrid role. Managing client inquiries and operational processes in a wealth management environment.
About the role
Key responsibilities & impact- Manage the UK Client Services mailbox, handling a high volume of inbound enquiries efficiently and professionally
- Act as first point of contact for providers and admin-level client queries
- Prepare, issue, and track client agreements and related documentation
- Send Letters of Authority (LOAs) to providers and actively chase responses
- Obtain client valuations in advance of annual reviews
- Process new business applications accurately and in line with internal procedures
- Log and manage all new business through internal registers and systems
- Maintain pipeline momentum, ensuring cases progress without unnecessary delay
- Provide regular updates to advisers on case status and next steps
- Take ownership of file completeness and operational readiness prior to advice and reporting stages
- Support the preparation and issuance of suitability reports to clients
- Oversee agency transfers and liaise with providers where required
- Assist in drafting, maintaining, and improving operational processes and templates
- Support and help coordinate an ongoing UK re-patriation project
- Assist with internal projects, including template upgrades and process improvements
- Support the onboarding of new team members
- Provide general adviser support and workflow coordination across the hub
Requirements
What you’ll need- Experience in a financial services administration role (IFA / Wealth Management)
- Strong organisational skills and attention to detail
- Confidence managing multiple cases and competing priorities
- Professional communication skills with clients, providers, and colleagues
- Comfortable working with systems, registers, and structured processes
Benefits
Comp & perks- Be part of a growing, ambitious UK business with a clear strategy
- Work in a modern hub model where your role genuinely matters
- Gain exposure to advisers, paraplanners, and complex client work
- Opportunity to develop your career as the UK team continues to expand
- Supportive, collaborative culture focused on quality and professionalism
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Client Agreement PreparationNew Business Application ProcessingOperational Readiness ManagementSuitability Report PreparationFile Completeness Management
Soft Skills
Professional CommunicationAttention to DetailConfidence in Managing Priorities