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Financial Services Administrator

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:

26 February 2024
Financial Planning
IFA Administrator
Cheshire, Knutsford
Salary: £23,000 - £27,000