Client Support & Office Administrator

Location: Moorgate, London (Hybrid after probation)

Salary: £36,000

Are you organised, proactive and looking for a role where no two days are the same? Our client, a highly regarded financial services firm based in the City, is seeking a Client Support & Office Administrator to join their growing team.

This is a fantastic opportunity to combine office administration with client support in a busy, collaborative environment.

You’ll split your time between:

Office Administration (approx. 20%)

• Keeping meeting rooms stocked and presentable
• Updating LinkedIn and the intranet
• Monitoring stationery levels and handling office collections/cards
• Troubleshooting basic IT issues (e.g. docking stations, connections)
• Arranging replacement/new door access cards

Client Support (approx. 80%)

• Assisting advisers with client preparation, research and valuations
• Processing applications and liaising with providers
• Maintaining accurate client records and systems
• Supporting client reviews and day-to-day servicing
• General office support – scheduling, document prep, scanning, client greeting

• Strong organisational skills and high attention to detail
• A confident communicator with a “can-do” attitude
• Comfortable juggling multiple priorities in a fast-paced team
• IT savvy (MS Office, SharePoint; knowledge of Curo/Voyant an advantage)
• Ideally experience within financial planning, investments, pensions, or professional services

• Hybrid working after probation (3 days in office, 2 from home)
• Excellent training and career progression opportunities
• Support with professional qualifications
• A friendly, professional, and supportive team environment