At a Glance
- Tasks: Support financial advisers with administrative tasks and ensure smooth client journeys.
- Company: Progressive financial planning firm known for exceptional client service.
- Benefits: Competitive salary, excellent benefits, and a supportive team environment.
- Other info: Opportunity to grow within a well-established and forward-thinking company.
- Why this job: Join a valued team and make a real difference in clients' financial journeys.
- Qualifications: Experience in IFA support or financial planning administration is essential.
The predicted salary is between 49500 - 60500 £ per year.
IFA Administrator Gloucester | £27,000–£32,000 | Excellent Benefits Are you an experienced IFA Administrator or Client Services professional looking to join a progressive financial planning business where your work will be genuinely valued?
We are recruiting for a well-established and forward-thinking independent financial advice firm that prides itself on delivering an exceptional service to its clients.
You will join a friendly and supportive Client Services team, providing high-quality administrative support to financial advisers and helping ensure every stage of the client journey runs smoothly.
Previous experience working in an IFA support, financial planning administration or wealth management administration role is essential.
This is not an entry-level position, and applications without relevant industry experience cannot be considered.
The Role As a Client Services Associate, you will support a team of advisers with the administration of new and existing business.
You will act as an important link between clients, advisers and product providers, ensuring applications are processed accurately, queries are resolved promptly and client records remain complete and up to date.
Your responsibilities will include: Processing new business applications and associated client documentation ...
IFA Administrator employer: CKB Recruitment Careers
Join a leading national law firm in Bristol or Gloucester, where your skills as a Senior Residential Conveyancer will be recognised and rewarded. With a strong emphasis on employee well-being, enjoy a supportive work culture, generous annual leave, and benefits like private medical insurance and free onsite parking. This is an excellent opportunity to grow your career in a respected firm that values quality service and client satisfaction.
