Financial Adviser Support
5 months ago
**Client Support Administrator - IFA Firm**
**Up to 28,000**
**Stockport**
Our Client has one of the largest and most respected teams of independent financial advisers in the North West and Nationwide. With a large office based on the outskirts of Manchester, our Client today has a team of over fifty wealth specialists, including twenty highly qualified Consultants.
An exciting opportunity is available for an experienced Administrator to join their Adviser Support Team which consist of 5 individuals supporting 6 advisers each ensuring to deliver the best service to clients. This will be a busy and varied role consisting of;
" Taking ownership of the review cycle from start to finish
" Triggering service cases on our in house system
" Communicating with clients to arrange their annual/6 monthly review
" Preparing valuations in a timely manner
" Attending meetings with advisers where possible
" Taking notes during those meetings to assist with preparing file notes
" Preparing/sending paperwork directly to clients on behalf of your advisers
" Assisting clients with registering to the client portal
" Managing the 'change of adviser' process (Where clients have moved from advisers internally, you will communicate with your teams and providers to ensure the in-house system is updated as well as the platforms)
NJR 14563
**Salary**: £25,000.00-£28,000.00 per year
**Benefits**:
- Work from home
Schedule:
- Monday to Friday
Work Location: In person
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