Jobs
>
Wilmslow

    Client Services Administrator - Wilmslow, United Kingdom - CF30 Consulting (Independent Recruitment Consultancy)

    CF30 Consulting (Independent Recruitment Consultancy)
    CF30 Consulting (Independent Recruitment Consultancy) Wilmslow, United Kingdom

    Found in: Talent UK C2 - 3 days ago

    Default job background
    Full time
    Description


    Our client is a well-established and UK regulated independent financial advice practice dedicated to helping individuals and families achieve their financial goals.

    With a strong commitment to providing holistic and tailored financial solutions, they are seeking an IFA Administrator to join their dynamic team and contribute to our mission of delivering exceptional financial planning services.


    Job Summary:

    As an IFA Administrator you will play a crucial role in providing administrative support to the financial planning team.

    You will assist financial planners/advisers in various aspects of their day-to-day operations, ensuring that client needs are met efficiently and that regulatory requirements are adhered to.

    This role offers an excellent opportunity to learn and grow within the financial services industry while contributing to the success of our clients and the company.


    Key Responsibilities:


    Assist financial planners/advisers with client onboarding, including gathering necessary documentation, recording initial fact-finding meetings, and ensuring all regulatory requirements are met.

    Prepare and maintain client files, ensuring all documentation is organised and up-to-date.

    Act as a liaison between clients and the financial planning team, addressing client enquiries and requests promptly and professionally.

    Assist in the preparation of financial reports, statements, and presentations for client meetings.
    Support the development and implementation of financial plans, including data entry, financial analysis, and investment research.
    Manage the appointment scheduling and diary management for financial planners/advisers.
    Handle administrative tasks such as email management, phone calls, and correspondence.
    Assist with compliance-related tasks, including file reviews and ensuring adherence to regulatory guidelines.
    Maintain a high level of confidentiality and professionalism in all interactions with clients and colleagues.
    Stay up-to-date with industry regulations and company policies to ensure compliance at all times.


    Qualifications:
    Minimum of 1 years of experience in a similar role within the financial services industry.
    Knowledge of UK financial regulations and compliance requirements is essential.
    Strong organisational skills and attention to detail.
    Excellent communication and interpersonal skills.
    Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
    Ability to work independently and as part of a team.
    Self-motivated and eager to learn.
    A commitment to delivering exceptional client service.

    Relevant qualifications, such as a Diploma in Financial Planning or Certificate in Financial Administration, would be an advantage but are not required.

    Experience with platforms and provider sites.


    Benefits:
    Competitive salary and performance-based incentives.
    Ongoing training and professional development opportunities.
    Access to industry-leading tools and resources.
    Supportive and collaborative team environment.
    Opportunities for career advancement within the company.
    Pension scheme and other employee benefits.
  • Work Lyf Group Limited

    Service Administrator

    Found in: SonicJobs Direct Apply UK - 4 days ago

    Work Lyf Group Limited Warrington, United Kingdom Full time

    At WorkLyf we are recruiting for a Purchasing/Procurement Administrator based in Warrington for a global company · This is for a fixed term contract until June 2025 but for the right candidate permanent opportunities may arise + there are many progression opportunities within the ...

  • Forrest Recruitment

    Customer Service Administrator

    Found in: SonicJobs Direct Apply UK - 4 days ago

    Forrest Recruitment Wigan, United Kingdom Full time

    Customer Service Administrator, Permanent, Hybrid, Wigan, £24k - £27k · An exciting opportunity has arisen to join an amazing global manufacturing company as a Customer Service administrator. You will be working alongside 11 others and will act as the primary point of contact for ...

  • Universal Business Team

    After Sales Service Administrator

    Found in: SonicJobs Direct Apply UK - 3 days ago

    Universal Business Team Wigan, United Kingdom Full time

    We are currently seeking an After Sales Service Administrator to join a well-established, family-run SME based in Wigan. Your role will be to administer and assist the Aftercare Support Team in order to meet the business objectives of the organisation, ensuring the highest standa ...

  • CF30 Consulting (Independent Recruitment Consultancy)

    Client Services Senior Administrator

    Found in: Jooble UK O C2 - 5 days ago

    CF30 Consulting (Independent Recruitment Consultancy) Wilmslow, Cheshire, United Kingdom

    Our client is a well-established and UK regulated independent financial advice practice dedicated to helping individuals and families achieve their financial goals. With a strong commitment to providing holistic and tailored financial solutions, they are seeking an IFA Administra ...

  • Bennett and Game Recruitment LTD

    Senior Manager/Director Designate

    Found in: SonicJobs Direct Apply UK - 5 days ago

    Bennett and Game Recruitment LTD Wilmslow, United Kingdom Full time

    Senior Manager/Director Designate required. My client is seeking a dynamic and experienced individual to join the team as a Senior Manager/Director Designate. This is an exciting opportunity for someone ready to step into a leadership role in a well-established accountancy practi ...

  • Halecroft Recruitment - 0161 905 0526

    Financial Services Administrator

    Found in: Appcast UK C C2 - 6 days ago

    Halecroft Recruitment - 0161 905 0526 Altrincham, United Kingdom

    Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... · To provide efficient, friendly, and professional administration support to both clients & IFAs. · The Role: · Dealing with adhoc queries ...

  • Halecroft Recruitment - 0161 905 0526

    Financial Services Administrator

    Found in: Ziprecruiter UK C2 - 2 days ago

    Halecroft Recruitment - 0161 905 0526 Altrincham, United Kingdom

    Job Description · Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... · To provide efficient, friendly, and professional administration support to both clients & IFAs. · The Role: · Dealing ...

  • Uniphar Medtech

    Service Support Administrator

    Found in: Ziprecruiter UK C2 - 2 days ago

    Uniphar Medtech Macclesfield, United Kingdom

    Job Description · The role · The Service Support Administrator will provide a key interface with the customer, supporting all aspects of the equipment servicing processes. They will work in a multi-location( GB and IOI) team-based environment in conjunction with Service Engineeri ...

  • Uniphar Medtech

    Service Support Administrator

    Found in: Appcast UK C C2 - 3 days ago

    Uniphar Medtech Macclesfield, Cheshire, United Kingdom

    The role The Service Support Administrator will provide a key interface with the customer, supporting all aspects of the equipment servicing processes. They will work in a multi-location( GB and IOI) team-based environment in conjunction with Service Engineering Team and report ...

  • The Eventus Recruitment Group

    Administrator - Financial Services

    Found in: Talent UK 2A C2 - 5 days ago

    The Eventus Recruitment Group Knutsford, United Kingdom

    Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benef ...

  • Halecroft Recruitment - 0161 905 0526

    Financial Services Administrator

    Found in: Jooble UK O L C2 - 6 days ago

    Halecroft Recruitment - 0161 905 0526 Altrincham, Greater Manchester, United Kingdom

    Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis...To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role:Dealing with adhoc queries from Adv ...

  • WTW

    Customer Service Administrator

    Found in: Talent UK C2 - 3 days ago

    WTW Knutsford, United Kingdom Full time

    A fantastic opportunity for a Customer Service administrator to join WTW one of the leading insurance risk and consulting firms. Within this role you will build and maintain an excellent rapport with a portfolio of clients whilst also being able to further develop your customer s ...

  • Page Personnel Sales

    Financial Services Administrator

    Found in: Jooble UK O C2 - 3 days ago

    Page Personnel Sales Stockport, Greater Manchester, United Kingdom

    Due to internal promotions, this firm is looking to recruit an entry level role and allow someone to take on a role that will offer progression as well as study support. · As Graduate Financial Services Administrator, you will be responsible for: · Managing client review servic ...

  • Uniphar Medtech

    Service Support Administrator

    Found in: Jooble UK O L C2 - 2 days ago

    Uniphar Medtech Macclesfield, Cheshire, United Kingdom

    The roleThe Service Support Administrator will provide a key interface with the customer, supporting all aspects of the equipment servicing processes. They will work in a multi-location( GB and IOI) team-based environment in conjunction with Service Engineering Team and report to ...

  • Exemplia Group

    Client Services Administrator

    Found in: Appcast UK GBP C2 - 5 days ago

    Exemplia Group Altrincham, United Kingdom Full time

    Do you have a passion for research and a curiosity to explore the world of recruitment advertising? · Location: Altrincham · Salary: £23,500 per annum · Job Type: Permanent · Start Date: Immediate · About Us: · Exemplia Group is excited to announce an opportunity for a Client Suc ...

  • Uniphar Medtech

    Service Support Administrator

    Found in: Talent UK C2 - 3 days ago

    Uniphar Medtech Macclesfield, United Kingdom Full time

    The role · The Service Support Administrator will provide a key interface with the customer, supporting all aspects of the equipment servicing processes. They will work in a multi-location( GB and IOI) team-based environment in conjunction with Service Engineering Team and report ...

  • Holt Recruitment

    Events & Services Administrator

    Found in: Jooble UK O C2 - 3 days ago

    Holt Recruitment Knutsford, Cheshire, United Kingdom

    Service Advisor Main Dealership Knutsford · Our client is a main dealership and have the requirements for an experienced, high performing Service Advisor to join their successful Aftersales team in Knutsford · Saturday rota 8am to 1pm (1 in 3) · Key role and responsibilities fo ...

  • Holt Recruitment

    Events & Services Administrator

    Found in: Jooble UK O C2 - 3 days ago

    Holt Recruitment Stockport, Greater Manchester, United Kingdom

    Service Advisor Main Dealership Stockport · Our client is a main dealership and have the requirements for an experienced, high performing Service Advisor to join their successful Aftersales team in Stockport · Saturday rota 8am to 1pm (1 in 3) · Key role and responsibilities fo ...

  • LSH Auto Group

    Events & Services Administrator

    Found in: Jooble UK O C2 - 3 days ago

    LSH Auto Group Stockport, Greater Manchester, United Kingdom

    We have an amazing opportunity for an experienced Service Advisor to join our flagship dealership in Stockport. · This is a full time role. · A range of Mercedes Benz training and leadership programmes · • Eye care Vouchers · • Life Assurance (4 x annual salary) · • 31 days h ...

  • Willis Towers Watson

    Client Services Senior Administrator

    Found in: Jooble UK O C2 - 2 days ago

    Willis Towers Watson Knutsford, Cheshire, United Kingdom

    A fantastic opportunity for a Customer Service administrator to join WTW one of the leading insurance risk and consulting firms. Within this role you will build and maintain an excellent rapport with a portfolio of clients whilst also being able to further develop your customer s ...