IFA Client Support Administrator
Location: Manchester / Hybrid
Salary up to £30,000
Contract: Full-Time, Permanent
NJR Recruitment is delighted to be working with a well-established financial services business who are looking to recruit a Client Support Administrator to join their busy and growing team.
This is a fantastic opportunity for an experienced administrator looking to progress their career within financial services, as well as those looking to take their first steps into the industry.
Working closely with Financial Advisers and Paraplanners, you will play an important role in ensuring both new and existing clients receive an excellent level of service. You will be supported by experienced Operations Management and Learning & Development teams, with comprehensive training provided to help you build your industry knowledge and expertise.
The Role
The Client Support Administrator role is fast-paced, varied and rewarding. You will support Financial Advisers and Paraplanners with the administration required to deliver an efficient and professional client service.
Your responsibilities will include:
Producing and collating client meeting documentation for Financial Advisers, including portfolio valuations, application forms and regulatory documents
Processing fees relating to new and ongoing business and following up outstanding payments
Monitoring and updating the progress of new business cases
Completing anti-money laundering checks
Ensuring client servicing meets FCA requirements and company service standards
Responding to queries and enquiries from Financial Advisers, clients and product providers
Providing general administrative support to advisers and paraplanners
Managing multiple tasks and deadlines while maintaining a high level of accuracy
Building strong working relationships with colleagues, clients and external providers
About You
The ideal candidate will have previous experience working within a financial advisory firm or financial services environment , giving you an understanding of the industry and the ability to work confidently in a demanding but rewarding setting.
You wi...
IFA Client Support Administrator employer: NJR Recruitment Careers
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