About the Role
JAG Search is delighted to be working with a well-established and highly regarded wealth management firm in Cheshire that is looking to appoint an experienced IFA Administrator / Client Services Administrator.
This is an excellent opportunity to join a friendly, professional team where you'll play a key role in supporting Financial Planners and delivering an exceptional client experience. The business prides itself on building long-term relationships with clients and offers a supportive working environment with genuine opportunities for development.
Requirements
Working as part of the client support team, you'll be responsible for providing high-quality administrative support to Financial Planners whilst ensuring clients receive an efficient and professional service throughout their journey.
Typical responsibilities include:
Providing administrative support to Financial Planners.
Preparing documentation for new business, reviews and client meetings.
Processing new business applications, fund switches, withdrawals and other servicing requests.
Liaising with providers, platforms and clients to obtain information and progress cases.
Managing client records and ensuring all information is accurate and up to date.
Preparing suitability report packs and supporting documentation where required.
Monitoring workflows to ensure cases progress efficiently.
Handling client enquiries via telephone and email in a professional and timely manner.
Ensuring all work is completed in line with FCA regulations and internal compliance procedures.
About You
We're keen to speak with individuals who have:
Previous experience within an IFA, wealth management or financial planning environment.
Experience working in an IFA Administrator, Client Services Administrator or similar support role.
Excellent organisational skills with strong attention to detail.
Strong communication and relationship-building skills.
The ability to manage multiple priorities and work to deadlines.
A proactive and team-oriented approach.
Experience using industry platforms and back-office systems would be advantageous.
What's on Offer?
Salary negotiable depending on experience.
Office-based role in Cheshire.
Friendly and supportive working environment.
Opportunities for training and career progression.
Exposure to a professional and collaborative financial planning team.
Competitive benefits package.
Interested?
If you're an experienced IFA Administrator or Client Services Administrator looking for your next opportunity in Cheshire, we'd love to hear from you.
Apply today or contact Jak Gorrie at JAG Search for a confidential discussion on 07832916735 or jak.gorrie@jagsearch.co.uk
About the Company
Cheshire-based wealth management company