{"id":2491798,"url":"https://alion.io/job/ircfs-wealth-management-client-support-administrator-5","title":"Wealth Management Client Support Administrator","company":{"id":4420582,"name":"IRCFS","domain":"ircfs.com","url":"https://alion.io/company/ircfs","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Manatal","truth_index":null},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Worthing, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":35000,"max":50000,"currency":"GBP","period":"year","gross":null,"usd_annual":66214},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"GDPR","optional":false}],"status":"live","first_seen_at":"2026-10-14T03:01:17Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-10-14T15:58:10Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Client Support Administrator | Financial Planning | Hybrid | Wealth Management\nLocation: Worthing, UK\nOur client, a well-established and highly respected independent financial planning firm, is looking to appoint an experienced Client Support Administrator to join its growing support team.\nThis is an excellent opportunity for someone with previous experience in financial planning, wealth management or an Independent Financial Adviser (IFA) environment who enjoys delivering first-class client service while supporting Financial Planners and Paraplanners behind the scenes.\nYou'll become an integral part of a collaborative team, helping to ensure every client receives a professional, efficient and seamless experience throughout their financial planning journey.\nThe Opportunity\nWorking closely with Financial Planners, Paraplanners and the wider support team, you'll manage a variety of administrative and client service responsibilities while ensuring the highest standards of accuracy, compliance and client care.\nYour responsibilities will include:\nActing as a key point of contact for clients via telephone, email and written correspondence\nSupporting Financial Planners and Paraplanners with the administration of client cases\nProcessing new business applications, fund switches, withdrawals and policy servicing\nLiaising with product providers to manage applications, transfers and ongoing transactions\nPreparing client documentation and maintaining accurate electronic records\nEnsuring client information remains fully compliant with FCA, AML, GDPR and Consumer Duty requirements\nManaging Letters of Authority and monitoring outstanding provider requests\nMaintaining accurate client records using back-office systems\nSupporting the preparation of review meetings and client documentation\nAssisting with general office administration and wider team projects where required\nDelivering an exceptional level of customer service throughout every stage of the client journey\nAbout You\nThe successful candidate will have:\nPrevious experience within an Independent Financial Adviser (IFA), Wealth Management or Financial Planning business\nExperience supporting advisers, paraplanners or client service teams\nExcellent organisational and administrative skills\nOutstanding attention to detail and accuracy\nStrong communication and relationship-building abilities\nA proactive, team-oriented approach\nThe ability to prioritise workloads within a busy environment\nExperience using Intelligent Office (IO) or similar financial planning software would be advantageous\nWhat's on Offer\nCompetitive salary depending on experience\nHybrid and flexible working\nExcellent long-term career progression within financial planning\nSupportive and collaborative working environment\nOngoing professional development\nPension and additional employee benefits\nOpportunity to work alongside experienced Financial Planners and technical specialists\nA business that genuinely values client service, teamwork and professional development\nWhy Apply?\nThis is a fantastic opportunity for an experienced Financial Services Administrator or Client Support professional looking to join a respected wealth management firm where you'll be valued as an integral part of the client journey.\nIf you're passionate about delivering outstanding client service, enjoy working in a fast-paced financial planning environment, and are looking for a long-term career with genuine progression opportunities, we'd love to hear from you.\nFor a confidential discussion or to apply, please contact International Recruiters Connecting Financial Specialists (IRCFS). Our client has asked us to manage this recruitment process exclusively, and all applications and enquiries will be treated in the strictest confidence.","description_format":"text","description_chars":3769,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Flexible schedule","Professional development"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-14T03:01:17Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":21,"reasons":["conf:3","win:early"],"computed_at":"2026-10-14T06:34:16Z"},"pay":{"stated_usd_annual":66214,"is_top_pay":false},"html_url":"https://alion.io/job/ircfs-wealth-management-client-support-administrator-5","json_url":"https://alion.io/job/ircfs-wealth-management-client-support-administrator-5.json","meta":{"generated_at":"2026-10-14T18:08:56Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":23425,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4420582},"rest":"https://alion.io/mcp/rest/get_company?id=4420582"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fircfs-wealth-management-client-support-administrator-5"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fircfs-wealth-management-client-support-administrator-5"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fircfs-wealth-management-client-support-administrator-5"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ircfs-wealth-management-client-support-administrator-5\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fircfs-wealth-management-client-support-administrator-5"}]}