Client Relationship Administrator
Location: Knutsford
Salary: £27,000 - £30,000
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We are seeking a Client Relationship Administrator with extensive IFA experience to join our team. Previous experience with St.James’s Place is a bonus. The successful candidate will be the primary point of contact for both new and existing clients, handling queries, processing new business applications, and maintaining client relationships.
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Responsibilities:
* Serve as the first point of contact for new and existing clients, addressing any queries they may have
* Process new business applications and keep clients updated on the progress
* Handle letters of authority and information requests from external providers
* Assist in scheduling meetings for advisers and ensure that all review meetings are booked within appropriate timeframes
* Draft review meeting letters and manage associated regulatory requirements, including Drawdown reviews
* Input and update client information on CRM systems, specifically Salesforce
* Process withdrawal requests and manage switches and portfolio rebalancing
* Prepare Trust documentation and write suitability letters for top-ups on Investments and Pensions
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Required Skills & Qualifications:
* Proven experience as an administrator within the IFA sector
* Excellent attention to detail and a good telephone manner
* Ability to work under pressure, especially during critical periods such as tax year-end
* High degree of literacy in producing letters and reports
* Knowledge of investment products and their processing, including applications, withdrawals, and switches
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Benefits:
* Competitive salary
* Opportunity to work in a dynamic and supportive environment
* Engage with a variety of tasks and responsibilities
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Apply today and we will be in touch!
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