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The Talent Crowd
Stockport
Are you a motivated and organised individual with experience within the administrative sector looking to further you career with a company that can offer ongoing training and development with a distinct path to progression and promotion? If so this opportunity could be the one for you. We are seeking career driven individualsto join our Stockport
Job Source: The Talent CrowdReed
Knutsford
Client Relationship Administrator Location: Knutsford Salary: £27,000 - £30,000 - 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 queri
Job Source: ReedReed
Knutsford
Job Title : Administration Assistant Location : Knutsford Salary : £23,000 - £26,000 We are a well-established Wealth Management company providing financial services to private and corporate clients. We are currently seeking an Administrative Assistant to join our client liaison team. The ideal candidate will have a team attitude and enjoy working
Job Source: ReedThe OPRA Group
salford, england, United Kingdom
A great opportunity with a wealth management company in Bolton. You will be responsible for carrying out cradle to grave administration for a portfolio of Small Self-Administered Schemes and delivering excellent technical and customer service. Duties include : Calculate and pay retirement benefits. Process contributions and transfers into the sche
Job Source: The OPRA GroupReed
Knutsford
Job Title : Administration Assistant Location : Knutsford Salary : £23,000 - £26,000 We are a well-established Wealth Management company providing financial services to private and corporate clients. We are currently seeking an Administrative Assistant to join our client liaison team. The ideal candidate will have a team attitude and enjoy working
Job Source: ReedEventus Legal
Congleton, Cheshire East
Eventus Recruitment Cheshire are seeking a Financial Planning Client Administrator to join a dynamic and fast-paced team in Congleton, Cheshire. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with the team of Wealth Managers. You will be responsible for the impeccable management of business subm
Job Source: Eventus LegalEventus Legal
Congleton
Eventus Recruitment Cheshire are seeking a Financial Planning Client Administrator to join a dynamic and fast-paced team in Congleton, Cheshire. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with the team of Wealth Managers. You will be responsible for the impeccable management of business subm
Job Source: Eventus LegalMillbank Holdings
Halton
Do you thrive within a fast-paced work environment, where you will liaise with key stakeholders to deliver a high standard of client and contractor services? Are you competent with the use of Word, with the ability to complete tasks in a timely and efficient manner? If you’ve answered yes, then this could be a fantastic opportunity for you, so wh
Job Source: Millbank HoldingsKnutsford
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!
Email Alert for Client Services Administrator jobs in Knutsford
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