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Financial Adviser Administrator

3 months ago

Stockport, United Kingdom NJR Recruitment Full time

**Client Support Administrator - IFA Firm**

**Up to £22,000 then moving to £24,000 after probation**

**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 13827

**Salary**: £21,000.00-£22,000.00 per year

**Benefits**:

- Additional leave
- Company car
- Company pension
- Free parking
- On-site parking
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: 13827