IFA Admin & Client Services Specialist (Birthday Day Off)

CKB RECRUITMENT LIMITED; Cirencester; In loco; GBP 27.000 - 31.000; Tempo pieno

Vantaggi offerti da questo lavoro

Birthday day off

Private medical insurance

Group income protection

Critical illness cover

Life insurance options

Electric car scheme

Casual dress code

Comprehensive training and development

Supportive team environment

Descrizione del lavoro

CKB Recruitment Limited is recruiting for a Client Services Associate - IFA Administration in Cirencester. The role supports advisers with new and existing business, ensuring accurate processing, timely responses and up-to-date client records.

The ideal candidate will have IFA administration or wealth management experience, strong organisation, and excellent communication. The position offers a stable, full-time career with competitive salary and benefits.

Competenze

• Previous experience in an IFA administration, financial planning support or wealth management administration role.
• Experience supporting financial advisers and processing financial-services business.
• Understanding of financial products, provider processes and the regulated advice environment.
• Excellent organisation and time-management skills.
• Ability to manage several cases and competing priorities.
• Strong written and verbal communication skills.
• Professional and client-focused approach.
• Good attention to detail and accuracy.
• Confidence using technology and learning new systems.

Mansioni

• Processing new business applications and associated client documentation
• Chasing providers and monitoring applications through to completion
• Responding professionally to enquiries from clients, advisers and product providers
• Preparing quotations, applications and key information for client meetings
• Completing electronic identity verification and maintaining accurate client data
• Supporting advisers with client cash management and placing trades through provider platforms
• Maintaining client and policy records using Intelligent Office
• Uploading, checking and organising documentation in line with company procedures
• Managing incoming calls, correspondence and documentation
• Taking ownership of assigned tasks and ensuring deadlines are met
• Supporting the wider team in delivering an efficient and consistently high standard of client service
• Holding and handling confidential client information securely and in accordance with regulatory requirements

Conoscenze

IFA administration

Financial services support

Client service

Time management

Attention to detail

Communication

Formazione

Five GCSEs including Maths and English (grade C/4 or above)

Strumenti

Intelligent Office

Descrizione del lavoro

CKB Recruitment Limited is recruiting for a Client Services Associate - IFA Administration in Cirencester. The role supports advisers with new and existing business, ensuring accurate processing, timely responses and up-to-date client records.

The ideal candidate will have IFA administration or wealth management experience, strong organisation, and excellent communication. The position offers a stable, full-time career with competitive salary and benefits.