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Client Support / IFA Administrator

Hays Specialist Recruitment Limited
Posted a day ago, valid for a month
Location

Crewe, Cheshire CW1 5LE

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An excellent opportunity exists for an experienced Financial Services Administrator within a reputable firm of IFAs, offering a supportive and family-feel culture.
  • The role involves providing administrative support to advisers, preparing documentation, liaising with product providers, and ensuring high standards of client service.
  • Candidates must have experience in financial services administration, ideally within an IFA practice, along with strong communication skills and attention to detail.
  • The position offers a highly competitive salary and career development opportunities, with support for professional qualifications.
  • A minimum of two years of relevant experience in financial services administration is required for this role.

Your new companyAn excellent opportunity has arisen within a highly reputable firm of IFAs for an experienced Financial Services Administrator. A very supportive working environment, family-feel culture. Excellent long-term prospects as the company continues to grow.Your new roleWorking as part of a team providing support to advisers dealing with all aspects of administration and being a key point of contact for clients. Key responsibilities include preparing documentation for new business, preparing provider illustrations, liaising with product providers and third parties to obtain outstanding information, keeping back office systems up to date, assisting advisers to prepare for client meetings, reviewing meeting notes, dealing with client enquiries and ensuring high standards of client service.What you'll need to succeedEssential to have experience of working in financial services administration is essential, ideally gained within an IFA practice and a good understanding of administration processes involved in financial services (life, pensions, investments, mortgages). The role also requires excellent communication skills, strong attention to detail, and good experience of using systems.What you'll get in returnIn addition to a highly competitive salary and package, this is a very good opportunity to join a good company which will invest in you and your career, recognise and reward your contribution, and provide support to attain professional qualifications if desired.What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.