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Client Support Administrator (IFA), Manchester

£20000 - £22000 plus benefits


The Role  

This role will suit a highly organised individual who will provide the Financial Advisers with full administrative support.

The individual will be trained on both Pre-Sale and Post-Sale administrative tasks to enable them to provide the full end to end support for their Advisers.

The key functions of the role are to deliver an efficient and effective support service to the Adviser, while providing an excellent service to the client.

Responsibilities include:

  • Dealing with ad hoc queries from Advisers, Clients and Providers
  • Tasks to be recorded and maintained via back-office systems
  • Maintenance of client files
  • Postal activity (incoming/outgoing)
  • Processing Letters of Authority and Valuations
  • Liaise with 3rd Party Providers & Paraplanners
  • Preparing Client Meeting Packs
  • Gather quotes / illustrations / Fact Sheets / Order Projections
  • Booking Client Review Appointments & Managing Adviser’s diary
  • Print & Bind Client Suitability Reports
  • New business processing (Online/Post)
  • Update Adviser & Client of progress on New Business cases
  • Maintenance of all client policy data & associated income expectancies

Knowledge, Skills and Experience:

  • Well organised, good communication skills, both oral and written
  • Accurate keyboard skills and working knowledge of Microsoft Office
  • Excellent accuracy skills and attention to detail
  • An excellent team player with an adaptable and flexible approach to work
  • Ability to build and develop effective working relationships at all levels
  • CF1, CF2 & CF4 preferred but not essential
  • A good knowledge and understanding of a wide range of financial products, including employee benefits products.
  • A minimum of 4 years’ experience within an administration role, preferably within the financial services industry
  • Experience of working within defined service standards, policies and procedures
Financial Planning
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