Financial Planning Admin & Client Services Specialist

Allscreens Nationwide Ltd; Cheadle; On-site; GBP 30,000 - 34,000; Full time

Benefits offered by this job

On-site parking

Job summary

A fast-growing financial services firm is recruiting an Administrative Assistant to join its office-based team in the United Kingdom. You will support advisers, maintain client records and help with onboarding and new business processing.

This permanent role is office-based with flexible start times, on-site parking and a professional, client-focused environment that values accuracy, teamwork and proactive service.

Qualifications

• Experience in a professional services environment.
• Experience in an IFA/wealth management or financial planning firm is advantageous.
• Familiarity with Intelliflo Office is beneficial but not essential.
• Strong organisational and prioritisation abilities.
• Excellent communication with clients, providers and colleagues.
• Proficient in MS Office and business systems.

Responsibilities

• Support advisers and colleagues with smooth client administration processes.
• Maintain accurate client records across internal systems.
• Assist onboarding of new clients and processing new business applications.
• Build relationships with clients, providers and third parties as a key contact.
• Coordinate collection and management of client/provider documentation.
• Support regulatory and compliance activities to keep records updated.
• Produce professional correspondence and documentation for clients and providers.
• Contribute to a collaborative office environment by supporting wider administrative activities.
• Use business systems and databases to manage information efficiently.

Skills

Organisational skills

Communication skills

Independence and teamwork

Attention to detail

Proactive and professional

MS Office

Experience with business systems/datab

Tools

Intelliflo Office

Job description

A fast-growing financial services firm is recruiting an Administrative Assistant to join its office-based team in the United Kingdom. You will support advisers, maintain client records and help with onboarding and new business processing.

This permanent role is office-based with flexible start times, on-site parking and a professional, client-focused environment that values accuracy, teamwork and proactive service.