Financial Services Administrator
Knutsford, Cheshire
£23,000 - £27,000
Knutsford, Cheshire based Financial Planning Practice are seeking a dedicated and detail oriented Financial Services Administrator to join their team. As a Financial Services Administrator, you will play a crucial role in supporting the Directors and Financial Advisors in delivering exceptional service to their clients.
Your primary responsibilities will include:
- Provide Financial Planning administrative support to Directors and Financial Advisors by assisting with client onboarding, documentation, and account maintenance.
- Point of contact for new and existing clients to deal with any queries.
- Process new business and ensure clients are kept updated with progress.
- Help to book meetings for advisers and ensure that all review meetings are booked within appropriate timeframes.
- Complete all review meeting letters and associated regulatory requirements.
- Process switches and portfolio rebalancing.
Experience / Qualifications:
- Must have worked within an IFA Practice or Wealth Management firm.
- Worked within Financial Services administration.
I’d really like to hear from you to discuss this Financial Services job opportunity. Please click to apply: