Client Support / IFA Administrator

4682978
  • Job type

    Permanent
  • Location

    Crewe
  • Working Pattern

    Full-time
  • Specialism

    Financial Services Operations
  • Industry

    Banking & Financial Services
  • Pay

    To c£30,000 + benefits

IFA Administrator: To c£30,000 + benefits : Cheshire

Your new company

An excellent opportunity has arisen within a highly reputable firm of IFAs for an experienced Financial Services Administrator. A very supportive working environment, family-feel culture. Excellent long-term prospects as the company continues to grow.

Your new role

Working as part of a team providing support to advisers dealing with all aspects of administration and being a key point of contact for clients. Key responsibilities include preparing documentation for new business, preparing provider illustrations, liaising with product providers and third parties to obtain outstanding information, keeping back office systems up to date, assisting advisers to prepare for client meetings, reviewing meeting notes, dealing with client enquiries and ensuring high standards of client service.


What you'll need to succeed

Essential to have experience of working in financial services administration is essential, ideally gained within an IFA practice and a good understanding of administration processes involved in financial services (life, pensions, investments, mortgages). The role also requires excellent communication skills, strong attention to detail, and good experience of using systems.



What you'll get in return

In addition to a highly competitive salary and package, this is a very good opportunity to join a good company which will invest in you and your career, recognise and reward your contribution, and provide support to attain professional qualifications if desired.

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Apply for this job

Talk to Linda Leon, the specialist consultant managing this position

Located in Manchester, 4th Floor, City Tower, Piccadilly PlazaTelephone 0161 236 2622
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