Client Accounts Administrator

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 * Ensuring compliance with company policies and data protection procedures Requirements * Previous office administration experience essential * Strong organisational and communication skills * Confident telephone manner * Good attention to detail and data entry skills * Proficient in Microsoft Office (Word & Excel) Benefits * Salary: £25,000 DOE * 22 days holiday + bank holidays * Company pension scheme * Onsite parking * Study support and progression opportunities