Intermediary Support Administrator - Financial Services

TrinityBridge Limited; Northwich; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Flexible working options

Job summary

TrinityBridge Limited in Northwich is seeking an enthusiastic Administrator for our Intermediary Support Team. You will provide administrative and servicing support to IFAs, adviser firms, fund managers and intermediary clients while building valuable industry knowledge.

This hybrid role combines home and office working at our Northwich office, offering an engaging work environment with professional development opportunities in Financial Services.

Qualifications

• Previous experience in an administrative or customer service role.
• Experience within Financial Services (preferred but not essential).
• Excellent communication skills, both written and verbal.
• Confident and professional telephone manner.
• Strong attention to detail and accuracy.
• Good IT skills and ability to learn new systems.
• Strong organisational and time-management skills.
• Ability to prioritise a varied workload and meet deadlines.
• Proactive approach and willingness to suggest improvements.
• Ability to work effectively both independently and as part of a team.

Responsibilities

• Producing investment illustrations and proposals for prospective clients.
• Issuing application packs and supporting literature.
• Checking and processing new business applications.
• Ensuring all work is completed within agreed service level agreements.
• Processing client instructions, including: Additional contributions, Withdrawals, Fund switches, Changes to personal details.
• Maintaining accurate client records and system updates.
• Supporting agency setup and online access for adviser firms.
• Providing valuations, assets under management (AUM) information, costs and charges data.
• Responding to adviser and client information requests.
• Building strong relationships with adviser firms and their advisers.
• Responding to enquiries by phone, email and letter.
• Managing team inboxes and actioning requests efficiently.
• Monitoring workflows and ensuring deadlines are met.
• Supporting Relationship Managers with ongoing client servicing requirements.
• Maintaining high levels of accuracy and attention to detail in all communications.
• Answering incoming telephone calls.
• Managing print and post requests.
• Filing, scanning and document management.
• Supporting the wider team with day-to-day administrative activities.
• Demonstrating understanding of regulatory framework and FCA compliance.

Skills

Administrative experience

Customer service

Excellent communication

Telephone manner

Attention to detail

IT skills

Time management

Organisational skills

Teamwork

Proactive improvement

Job description

TrinityBridge Limited in Northwich is seeking an enthusiastic Administrator for our Intermediary Support Team. You will provide administrative and servicing support to IFAs, adviser firms, fund managers and intermediary clients while building valuable industry knowledge.

This hybrid role combines home and office working at our Northwich office, offering an engaging work environment with professional development opportunities in Financial Services.