Client Support Administrator

• Providing comprehensive administrative support to the team
• Delivering outstanding customer service over the phone
• Onboarding clients and conducting AML checks
• Maintaining accurate client data across platforms
• Managing incoming/outgoing post and correspondence
• Reviewing clients' HMRC online accounts
• Updating client trackers and preparing standard HMRC letters
• Uploading tax returns to client portals
• Preparing engagement letters and managing document workflows
• Supporting Managers, Senior Managers, and Partners with ad hoc tasks

• Strong attention to detail and organisational skills
• Excellent interpersonal and customer service abilities
• A proactive approach to problem-solving and teamwork
• Experience or prior experience working in financial services (desirable)

Experience or prior experience working in financial services

• 31 holidays (including BH)
• Medical and Life insurance
• Sick Pay
• Pension scheme