Client Executive (IFA Administrator)

NJR Recruitment
United Kingdom
11 Jan 2018
12 Feb 2018
Contract Type
Full Time

Client Executive (IFA Administrator)

Our client, an IFA Practice based in the heart of Manchester is currently looking to recruit a well organised and first class Client Administrator to provide support a team of Financial Advisors.

Our client is looking for well organised, strong communicator to provide support to Financial Advisers in all aspects of client administration. Extensive experience working in a similar role is required - Candidates will have strong Pensions & Investments product knowledge and will be an expert in the use of Adviser Office OR Intelligent Office.

Duties consist of:

  • Providing all aspects of client administration support to the Advisers and Paraplanner from logging leads & new business submission, to preparing review packs and valuations
  • Maintaining client records in Iress and keeping electronic files in good order
  • Completion and collation of enclosures for suitability letters/investment reports
  • Preparing illustrations, updating client portfolios and investment transfers
  • General office administration including distributing and logging post
  • Liaising with clients by email, written correspondence and telephone
  • First point of telephone contact for client/provider enquiries

This is an opportunity for someone who takes pride in the important support they provide. If that's you, our client will make sure you achieve your full potential. Working as part of a small but growing team, this is your opportunity to shine and also mentor / provide your expert advise to less experienced team members.

Salary - Competitive, based on experience and qualifications.