Job Information

Working in partnership with a leading Financial Planners in Manchester I am currently recruiting for an IFA Administrator to join a very busy team within a fast paced, professional environment.

As a Client Service Administrator you will support the Financial Advisers with all Client Servicing and Business Processing administration work, ensuring high quality work is produced and an excellent service is provided to their clients.

Duties will include but will not be limited to;

• Providing first class customer service to all of our clients.

• Providing an excellent level of administrative support to our consultants.

• Dealing with client/provider queries over the phone and via email.

• Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.

• Adhering to and monitoring the client service cycle to ensure faultless delivery of our agreement to our clients.

• Issuing and chasing client Letters of Authority to providers & collating information when received.

• Processing and monitoring new investments and pensions applications using a variety of 3rd party provider platforms.

• Understand our internal compliance procedures and the requirements of 3rd party providers with regard to new business processing.

• Producing valuations of a client`s portfolios; obtaining data from a variety of providers.

• Scanning and filing documentation electronically.

• Answering the door and greeting visitors/clients in an appropriate, professional manner.

• Assisting with reception duties/ general office administration where required.

The successful Client Service Administrator must have a minimum of 1 years experience working for an IFA practice and experience of using 3rd party platforms.

In return you will receive a salary of up to £25,000 (Although negotiable dependent upon experience), plus support towards achieving industry relevant qualifications.


For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca Hunt.