Financial Planning Assistant in Chorley

We are recruiting on behalf of a well-established and growing Independent Financial Adviser (IFA) practice seeking an experienced IFA Administrator to join their friendly and supportive team.

This is an office-based role offering the opportunity to work closely with Financial Advisers, providing high-quality administrative support while delivering an excellent client experience.

Responsibilitie

• sProvide administrative support to Financial Advisers
• .Process new business and maintain client records
• .Prepare client review packs and supporting documentation
• .Liaise with clients, providers and third parties to obtain information and resolve queries
• .Process policy servicing requests, including withdrawals, fund switches, contributions and transfers
• .Schedule client appointments and manage adviser diaries
• .Maintain accurate records using CRM and back-office systems
• .Ensure all documentation meets FCA compliance requirements
• .Deliver a professional and efficient service to clients via telephone and email

Requiremen

• tsPrevious experience as an IFA Administrator or Financial Services Administrato
• r.Knowledge of pensions, investments and protection product
• s.Experience using CRM/back-office system
• s.Excellent organisational skills and attention to detai
• l.Strong communication and client service skill
• s.Ability to manage multiple tasks in a fast-paced environmen