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: