IFA Client Services Administrator

Bond Recruitment Ltd; Knutsford; On-site; GBP 23,000 - 27,000; Full time

Benefits offered by this job

23 days holiday

Employer Pension Contributions

Financial support for further education

Job summary

A financial planning firm in Knutsford is seeking a Client Services role responsible for processing new business and managing existing clients. The successful candidate will possess at least 2 years of experience in a similar role, ensure compliance, and support client advisers. This position offers a competitive salary ranging from £23,000 to £27,000, along with benefits such as 23 days of holiday and pension contributions.

Qualifications

• 2+ years in a Business Support role within financial planning.
• Experience using computer-based management systems like Wrap/Platforms.
• Good communication skills and attention to detail.

Responsibilities

• Administer tasks within the IFA Client Services Team.
• Maintain accurate records using the internal system.
• Create letters, reports, and invoices.

Skills

Business Support

Communication Skills

Attention to Detail

Multi-tasking

Client Management

Education

Knowledge of Investment and Pensions

Tools

MS Excel

Outlook

Word

Intelligent Office

Job description

A financial planning firm in Knutsford is seeking a Client Services role responsible for processing new business and managing existing clients. The successful candidate will possess at least 2 years of experience in a similar role, ensure compliance, and support client advisers. This position offers a competitive salary ranging from £23,000 to £27,000, along with benefits such as 23 days of holiday and pension contributions.