IFA Administrator Broadway, Worcestershire | 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 Chasing providers and monitoring applications through to completion Responding professionally to enq...
IFA Administrator employer: CKB Recruitment Ltd
Join a leading independent specialist broker in Bristol, where you will enjoy the freedom to develop your own Professional Indemnity portfolio while benefiting from an uncapped commission structure and a supportive work culture. With a focus on professional growth, you will have access to excellent employee benefits including matched pension contributions, private medical insurance, and a salary-sacrifice electric vehicle scheme, all within a dynamic environment that values autonomy and innovation.
