Client Services Administrator

IFA Administrator - Manchester, North West England

Ref: 381Tuesday 16 August 2022

£18,000 - £22,000

If you have experience as an Administrator dealing with either Pensions or Investments and are looking for a stable environment to grow your career within this opportunity could be perfect for you. 

You will be trained on both Pre-Sale (Servicing) and Post-Sale (Processing) administrative tasks with the goal for you to provide the full end to end support for your assigned Advisers. The key functions of the role is to deliver an efficient and effective support service to the Adviser, while providing an excellent service to the client portfolio.

You will be working with the Team Manager and Senrio Administrators to provide the best-in-class service to the IFA's customers. You will be supported with ongoing development with the opportunity to develop into a Senior Administration position. 

 

Day to day responsibilities include but are not limited to:

 

Processing Letters of Authority

Valuations

Liaise with 3rd Party Providers & Paraplanners

Preparing Client Meeting Packs

Gather quotes / illustrations / Fact Sheets / Order Projections

Booking Client Review Appointments & Managing IFA’s diaries 

Maintenance of client files through the application stage

New business processing

 

To be considered:

Have experience working within either an Investment Management or Financial Planning firm 

Basic knowledge of regulatory requirements

Good knowledge of Microsoft Office

 

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