Ifa Administrator

2 months ago

Macclesfield, United Kingdom CB3 Associates Ltd Full time

**The Company**: Nationally recognised and rapidly expanding IFA business based in Macclesfield looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within an IFA/wealth managementfirm.
- **Office Location**: Macclesfield
- **Hybrid/Home Working**: Yes - 3-days office, 2 days WFH

**Package**:£24-27k base + bonus and full company benefits
- **Benefits**:25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a full flexible benefits package
- **Bonus**: Discretionary - Paid annually
- **Working week**:35hrs (Mon-Fri) inclusive of flexible working

**The Role**:Sits within the firm’s adviser support structure taking on full administrative responsibilities across the breadth of private wealth. Standard duties & responsibilities include:

- Personal support to the adviser whilst monitoring and managing the adviser’s diary
- Process all new/existing business
- Prepare meeting packs
- Assist with mail merge exercises
- Act as a point of contact for the client in the adviser’s absence and deal with client queries
- Book all client meetings including annual review meetings

**The Person**:A private wealth focused advisory background is required, along with exposure to supporting IFA’s/financial advisers in either in a pooled capacity, or on a 1 to 1 basis.
- Knowledge and awareness across the private wealth product spectrum inclusive of investments, pensions, protection and IHT planning)
- 2+ years’ time-served administration experience

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