IFA Administration & Client Services Specialist

Bond Recruitment Ltd; Wilmslow; On-site; GBP 22,000 - 32,000; Full time

Benefits offered by this job

Supportive work environment

Covering technical qualification and training costs

Job summary

A well-established financial planning firm in Wilmslow is looking for an IFA Administrator to join their growing team. The ideal candidate should have administration experience, preferably within a financial planning context, and a basic understanding of investments, pensions, and life assurance policies. You will manage client documentation, process transactions, and support financial planners while ensuring the smooth operation of client communications. This role offers a supportive environment with training costs covered by the company.

Qualifications

• Experience in administration, preferably in a financial planning context.
• Basic knowledge of investment, pension, and life assurance products.
• Comfortable with various technologies and systems.

Responsibilities

• Process authority letters and gather financial data for clients.
• Prepare application forms and client documentation.
• Handle financial transactions on platforms.
• Prepare client reviews and update goals information.
• Manage correspondence relating to clients.
• Provide support to financial planners and paraplanners.
• Assist clients with administrative queries.

Skills

Administration experience

Basic knowledge of investments

Knowledge of pensions

Knowledge of life assurance policies

Familiarity with CRM and project management systems

Education

Financial administration qualifications

Job description

A well-established financial planning firm in Wilmslow is looking for an IFA Administrator to join their growing team. The ideal candidate should have administration experience, preferably within a financial planning context, and a basic understanding of investments, pensions, and life assurance policies. You will manage client documentation, process transactions, and support financial planners while ensuring the smooth operation of client communications. This role offers a supportive environment with training costs covered by the company.