Financial Services Administrator – Wealth Management Experience Required
Knutsford, Cheshire
Salary: £25,000 - £32,000
Full-Time

A well-established and growing financial advice firm based in Knutsford is looking to recruit a Financial Services Administrator with experience in an Independent Financial Adviser (IFA) environment.

This is a client-focused and detail-oriented role, supporting advisers in delivering high-quality service and advice.

Key Responsibilities:

• Act as the first point of contact for new and existing clients, dealing with queries professionally and efficiently.
• Coordinate adviser review meetings, ensuring all are booked within appropriate timeframes.
• Prepare review letters and meeting packs ahead of client reviews.
• Maintain accurate and up-to-date client records on the CRM system.
• Process withdrawals, fund switches, and portfolio rebalancing instructions.
• Manage the submission and tracking of new business, including preparation of application and trust documents.
• Handle Letters of Authority and liaise with product providers to obtain and chase information.
• Draft suitability letters for ISAs, Investment Bonds, and Pension new business (replacement business experience is helpful but not essential).

Ideal Candidate Profile:

• Proven experience in an IFA support role is essential.
• Proficient in using CRM platforms.
• Strong attention to detail and ability to prioritise tasks effectively.
• Clear and confident communication skills.
• Able to work well both independently and as part of a small, collaborative team.

To Apply:
Please click to apply and send your CV highlighting your relevant experience.