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Financial Services Administrator

Financial Services Administrator

Knutsford, Cheshire

£27,000 - £30,000

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 be crucial 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 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 for a financial planning network, tied financial planning firm or an independent financial planning firm.

I’d really like to hear from you to discuss this Financial Services job opportunity. Please click to apply:


21 May 2024
Financial Planning
IFA Administrator
Cheshire, Knutsford
Salary: £27,000 - £30,000