Financial Adviser Support

5 months ago


Stockport, United Kingdom NJR Recruitment Full time

**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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