Financial Adviser Administrator

4 weeks ago


Stockport, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Stockport
£24000 - £28000
17/11/2023
NJR14205

DESCRIPTION

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 14205



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