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Client Support Administrator - Altrincham, Altrincham
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Client:
Blakemore Recruitment
Location:
Altrincham, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
13f60e770171
Job Views:
55
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.
Job Purpose
To provide dedicated, accurate, and efficient sales support service for agreed Financial Planning Consultants.
Responsibilities
* Providing an efficient new business processing service for sales consultants, completing trades/fund switches, liaising with product providers, and ensuring that new business is set up correctly.
* Providing administration support related to valuations, transfer of servicing, and client reviews to facilitate efficient client meetings.
* Maintaining effective communication between clients and consultants, keeping both updated on all matters related to their financial affairs.
* Ensuring all client information is accurately stored and updated on the relevant system, and that all compliance requirements are met.
* Preparing invoices for work completed for clients.
* Issuing original policy documents to clients when appropriate, and ensuring that copies/documents are issued within the agreed timescales, reflecting client requirements accurately.
* Providing post-meeting administration support to consultants, ensuring all tasks are completed within the designated timescales.
* Reporting any complaints (formal or informal), breaches, or losses to the Compliance Officer promptly.
* Undertaking additional duties as requested by line management.
* Having basic knowledge of all products and funds within the area of responsibility.
* Building and maintaining effective relationships with consultants.
* Having at least 2 years of experience working for an Independent Financial Advisor (IFA).
* Holding CF1 qualification.
* Possessing a Certificate in Financial Services/Planning.
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