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Location Salary Posted on Reference

Stockport £23000 - £26000 06/10/2023 NJR14205

Client Support Administrator - IFA Firm Up to 26,000 Stockport Our Client has one of the largest and most respected teams of independent financial advisers in the North West and Nationwide. With a large office based on the outskirts of Manchester, our Client today has a team of over fifty wealth specialists, including twenty highly qualified Consultants. An exciting opportunity is available for an experienced Administrator to join their Adviser Support Team which consist of 5 individuals supporting 6 advisers each ensuring to deliver the best service to clients. This will be a busy and varied role consisting of; " Taking ownership of the review cycle from start to finish " Triggering service cases on our in house system " Communicating with clients to arrange their annual/6 monthly review " Preparing valuations in a timely manner " Attending meetings with advisers where possible " Taking notes during those meetings to assist with preparing file notes " Preparing/sending paperwork directly to clients on behalf of your advisers " Assisting clients with registering to the client portal " Managing the 'change of adviser' process (Where clients have moved from advisers internally, you will communicate with your teams and providers to ensure the in-house system is updated as well as the platforms) Candidate will have excellent customer services skills being able to liaise with clients in a professional manner. You will be comfortable working as part of a busy team and be ambitious and dedicated to developing with the evolving financial services industry. NJR 14205