Client Liaison Administrator
20 hours ago
**The Company**: Nationally recognised and expanding IFA business who have a sister side based in Newton Aycliffe are looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within anIFA/wealth management firm. An AIM-listed business with more than 6,500 active clients and circa £3 billion of Assets under Management, boasting a growing network of offices across the UK with core clients ranging from private individuals to corporate businessrelationships.
**The Role**:Sits within the firm’s adviser support structure and takes on full administrative responsibilities across private wealth advice for multiple adviser and respective client bases. Standard duties & responsibilities include:
- Personal support to the adviser
- Monitor and manage the adviser’s diary
- Deal with all bespoke adviser queries and requests
- Monitor the adviser’s opportunities on a weekly basis
- Open post daily and pass to other support staff
- 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
- Meet and greet all clients
**Benefits**:25 days holiday plus stats, 5% pension, 4xDIS, PMI and full flexible benefits package
**The Person**:Will come from a private wealth focused advisory background and have 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 productspectrum (investments, pensions and IHT planning) is required, with 2+ years’ time-served administration experience. Career administrators or indeed progressive types who would like the opportunity to progress into paraplanning work further down the line areboth encouraged to apply.
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