IFA Admin

Integro Partners; Alderley Edge; On-site; GBP 22,000 - 30,000; Full time

Job summary

Integro Partners in Alderley Edge, Cheshire, is seeking a Client Services Administrator to support the administration of new and existing business within a financial planning firm. You will work closely with Financial Planners to deliver an exceptional client experience and ensure records are maintained to the highest standard.

Key duties include processing new business, preparing valuations, managing day-to-day client administration, and liaising with providers.

Qualifications

• Experience in an IFA, financial planning or wealth management environment.
• Strong administrative and organisational skills are essential.
• Excellent attention to detail and ability to prioritise a busy workload.

Responsibilities

• Processing new business applications with providers.
• Preparing client valuations and annual review packs.
• Managing day-to-day client administration.
• Maintaining accurate records using the firm's back-office systems.
• Updating and managing client documentation.
• Liaising with product providers and clients where required.
• Supporting Financial Planners with ongoing servicing of their client bank.
• Ensuring all work is completed accurately and in line with FCA and company procedures.

Skills

Administrative experience

Attention to detail

Organisational skills

Communication skills

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Curo

SharePoint

Job description

Client Services Administrator (Financial Planning)

Location: Alderley Edge, Cheshire

Job Type: Full-time, Permanent

Salary: Competitive (DOE)

Are you an experienced Administrator with a background in financial planning or wealth management?

An established and highly regarded independent financial planning firm based in Alderley Edge is looking to recruit a Client Services Administrator to join its growing team.

Working closely with Financial Planners and Associate Financial Planners, you'll play a key role in delivering an exceptional client experience by supporting the administration of new and existing business while ensuring records and documentation are maintained to the highest standard.

Responsibilities

• Processing new business applications with providers
• Preparing client valuations and annual review packs
• Managing day-to-day client administration
• Maintaining accurate records using the firm's back-office systems
• Updating and managing client documentation
• Liaising with product providers and clients where required
• Supporting Financial Planners with the ongoing servicing of their client bank
• Ensuring all work is completed accurately and in line with FCA and company procedures

About You

• Previous experience within an IFA, Financial Planning or Wealth Management environment
• Strong administration and organisational skills
• Excellent attention to detail
• The ability to prioritise a busy workload and work to deadlines
• Confident communication skills, both written and verbal
• Good working knowledge of Microsoft Outlook, Word and Excel
• Experience using Curo and/or SharePoint would be advantageous but is not essential

What's on Offer

• Join a respected, client-focused financial planning firm
• Friendly and supportive team environment
• Modern offices in Alderley Edge
• Long-term career development opportunities
• Competitive salary and benefits package

If you're an organised and proactive administrator looking to further your career within financial planning, we'd love to hear from you.

Apply today for a confidential discussion.