Financial Services Administrator
Posted 2 weeks ago by Hays
£30,000 Per year
Undetermined
Hybrid
Cheshire East, England, United Kingdom
Summary: This role is for a Client Support Administrator at a reputable IFA firm, focusing on providing administrative support to financial advisers and their clients. The position involves managing client interactions, assisting with meetings, and potentially engaging in paraplanning tasks. The firm offers a friendly work environment with flexible working options and opportunities for career development.
Key Responsibilities:
- Provide administrative support to financial advisers and clients.
- Manage all aspects of administration for new and existing business.
- Assist advisers in preparing for client meetings.
- Liaise with product providers and utilize back office systems.
- Engage in paraplanning duties such as product research and report writing if desired.
Key Skills:
- Experience in financial services.
- Excellent administration, communication, and organizational skills.
- Strong attention to detail.
- Good understanding of financial planning administration processes, ideally within an IFA firm.
Salary (Rate): £30,000.00 yearly
City: Cheshire East
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
Your new company
An excellent opportunity has arisen within a highly reputable IFA firm for a Client Support Administrator. A good working environment, a very friendly and inclusive working culture, flexible working options.
Your new role
Providing support to Advisers (IFAs) and their clients, ensuring high standards of service. A varied role whereby you will be a key point of contact for clients, responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings, liaising with product providers, utilising back office systems. You will also have the opportunity to get involved with paraplanning duties if desired, such as product research and report writing.
What you'll need to succeed
Experience of working in financial services is essential, together with excellent administration, communication and organisational skills, strong attention to detail and a good understanding of financial planning administration processes ideally gained within an IFA firm.
What you'll get in return
In addition to a competitive salary and benefits package including study support to attain industry qualifications if desired, this is an excellent opportunity for career development with a very good firm. Additional training can be provided if not previously worked within an IFA practice. Flexible working culture, including option for hybrid working.
What you need to do now
If 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 on your career.
Desired Skills and Experience
- IFA Administration
- Financial Services Administration
- Client Support Administration
- Support to Financial Advisers
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