Client Services Administrator
Knutsford
Client Relationship Administrator
Location: Knutsford
Salary: £27,000 - £30,000
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We are seeking a Client Relationship Administrator with extensive IFA experience to join our team. Previous experience with St. James’s Place is a bonus. The successful candidate will be the primary point of contact for both new and existing clients, handling queries, processing new business applications, and maintaining client relationships.
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Responsibilities:
Serve as the first point of contact for new and existing clients, addressing any queries they may have
Process new business applications and keep clients updated on the progress
Handle letters of authority and information requests from external providers
Assist in scheduling meetings for advisers and ensure that all review meetings are booked within appropriate timeframes
Draft review meeting letters and manage associated regulatory requirements, including Drawdown reviews
Input and update client information on CRM systems, specifically Salesforce
Process withdrawal requests and manage switches and portfolio rebalancing
Prepare Trust documentation and write suitability letters for top-ups on Investments and Pensions
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Required Skills & Qualifications:
Proven experience as an administrator within the IFA sector
Excellent attention to detail and a good telephone manner
Ability to work under pressure, especially during critical periods such as tax year-end
High degree of literacy in producing letters and reports
Knowledge of investment products and their processing, including applications, withdrawals, and switches
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Benefits:
Competitive salary
Opportunity to work in a dynamic and supportive environment
Engage with a variety of tasks and responsibilities
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Apply today and we will be in touch!