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

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

    1 week ago

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    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.

    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.

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

    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.
    Stay up-to-date with industry regulations and company policies to ensure compliance at all times.
    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.
    Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
    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.

    Competitive salary and performance-based incentives.
    Ongoing training and professional development opportunities.
    Opportunities for career advancement within the company.
    Pension scheme and other employee benefits. #
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