Financial Services Administrator

7 months ago


Knutsford, United Kingdom McGregor Recruitment Full time

**IFA ADMINISTRATOR - £24,000 - £29,000**

**1 day a week working from home Flexi time - start: 8-10am and finish: 4-6pm**

Our client is a very well-established Wealth Management company who work with high net
- worth clients and they have exciting growth plans. Now looking for a bright and proactive individual who has worked within Financial Services/Wealth Management and looking for the next step in their career.

The successful individual will work alongside Chartered Financial Planners and support the team in processing new business and the management of existing clients. You will have regular contact with clients and wrap/platform providers. The role will be busy and interesting and you will be based within a supportive and friendly team.

The Duties:

- Supporting the Financial Planners and Paraplanners with financial administration
- Responsible for co-ordinating client meetings and diary management
- Managing client records using internal systems
- Dealing with a high level of confidential information
- Preparation of existing client valuations/files ready for review
- Managing client files and updating accordingly - ensuring compliance is adhered to
- Obtaining illustrations and gathering product information from providers
- Typing client correspondence and reports
- Information gathering
- Chasing up overdue documents from clients and providers
- Preparation of client valuations**Experience required**:

- Experience of working within Financial Services or Wealth Management
- Excellent communication skills
- Experience of in
- house systems including Wrap/Platform providers
- Keen interest in Financial Services
- Good attention to details
- Ability to work in a team

**The Benefits**:

- Competitive salary
- 23 days holidays + all bank holidays
- Company Pension
- Career Progression
- 4 x Death in Service Benefit
- Flexible working
- Financial support for further studies in order to progress

**Job Types**: Full-time, Permanent

**Benefits**:

- Bereavement leave
- Casual dress
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking
- Health & wellbeing programme
- Language training provided
- Life insurance
- On-site parking
- Sick pay
- Work from home

Work Location: In person



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