Our client, a leading Independent Financial Adviser and wealth management consultancy, is not your typical financial services firm. With more than 25 years of experience, they have built a reputation for providing intelligent, well-respected financial planning and advice to individuals and businesses. Based in Cirencester, they serve clients not only in the local area but also in Cheltenham, The Cotswolds, and London. Their pragmatic and independent approach sets them apart in the industry.
We are seeking a dedicated and detail-oriented Client Service Administrator to join our clients dynamic team. While working directly with our experienced team of Independent Financial Advisers, you will be responsible for maintaining and enhancing the client experience.
Key Responsibilities:
- Provide essential administrative support to our team of Independent Financial Advisers.
- Assist in preparing and processing client documentation and paperwork.
- Maintain accurate records and databases, ensuring data integrity.
- Collaborate with internal teams to streamline processes and improve efficiency.
Requirements:
- A minimum of 2 years of experience in a similar role within wealth management, Independent Financial Adviser sector is preferred.
- Strong organisational and administrative skills with meticulous attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in relevant software and tools for data management and administration.
- Ability to work effectively in a fast-paced office environment.
- A proactive and self-motivated attitude.
Offer:
- Competitive salary, up to £32,000, commensurate with experience.
- Full-time, office-based position in a supportive and collaborative team.
- Opportunity to work with a well-established, independent financial advisory firm.
- Room for professional growth and development.
If you have at least 2 years of experience in IFA administration, are detail-oriented, and eager to contribute to our mission of providing exceptional financial planning services, we encourage you to apply.