IFA Admin

Client Services Administrator (Financial Planning) Location: Alderley Edge, Cheshire
Job Type: Full-time, Permanent
Salary: Competitive (DOE)
Are you an experienced Administrator with a background in financial planning or wealth management?
An established and highly regarded independent financial planning firm based in Alderley Edge is looking to recruit a Client Services Administrator to join its growing team.
Working closely with Financial Planners and Associate Financial Planners, you'll play a key role in delivering an exceptional client experience by supporting the administration of new and existing business while ensuring records and documentation are maintained to the highest standard.
The Role Your responsibilities will include:

Processing new business applications with providers
Preparing client valuations and annual review packs
Managing day-to-day client administration
Maintaining accurate records using the firm's back-office systems
Updating and managing client documentation
Liaising with product providers and clients where required
Supporting Financial Planners with the ongoing servicing of their client bank
Ensuring all work is completed accurately and in line with FCA and company procedures About You To be considered, you'll ideally have:

Previous experience within an IFA, Financial Planning or Wealth Management environment
Strong administration and organisational skills
Excellent attention to detail
The ability to prioritise a busy workload and work to deadlines
Confident communication skills, both written and verbal
Good working knowledge of Microsoft Outlook, Word and Excel
Experience using Curo and/or SharePoint would be advantageous but is not essential What's on Offer?
Join a respected, client-focused financial planning firm
Friendly and supportive team environment
Modern offices in Alderley Edge
Long-term career development opportunities
Competitive salary and benefits package If you're an organised and proactive administrator looking to further your career within financial planning, we'd love to hear from you.
Apply today for a confidential discussion