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IFA Administrator, Altrincham (CR-629)

£20000 - £28000 +benefits

Client Support Administrator
Up to £28k + benefits

A well-known, established Chartered Financial Planning practice have asked us to find them a Client Support Administrator to join the firms Altrincham office.

Responsibilities include:

  • Provide administration support to the Financial Consultants
  • Liaise with clients and product providers 
  • Complete trades/fund switches
  • Provide administration support in relation to valuations, transfer of servicing and client reviews 
  • New business processing
  • Update and upkeep of all client data into the database
  • Provide post meeting support to the consultants
  • Preparing invoices to submit to clients
  • Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
  • Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
  • To undertake reasonable additional duties at the request of your Line Manager when required

About You:

  • Experience working within an IFA / Financial Planning practice (min of 2years)
  • Have completed a number of industry exams
  • Good team player, who can work well under pressure
  • Excellent communicator
  • Polite, professional and friendly
  • Analytically strong
  • IT literate, comfortable using Microsoft Outlook, Word and Excel
  • Certificate in Financial Services/Planning
  • Intermediate skills in Intelligent Office


Employment type: 
Employed (Full Time)
Reference Number: