My Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.Key Tasks:Daily contact for advisors, updating and liaising to conclude work related tasksPrepare client packs, brochures, applications and anything required for a client meetingSubmission and completion of new business cases adhering to the compliance and new business processing guidelines set out. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standardsMaintain client files in line with company guidelines and standardsPrepare and maintain the client service / review list for the adviser, ensuring all are completed within the set timeframe, providing full pack including a client valuation and supporting documentation. Updating the system to ensure the next diary contacts are specifically recorded in line with the service propositionLetter of Authority – ensure the requests are sent in a timely manner, recorded and chased through to completion. Scanned to the system and provided to the Adviser upon completionPrepare cases for Paraplanning, ensuring all necessary information is on file for the report completion, liaising with relevant departments to resolve any outstanding queriesAssist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries.Main benefits:Competitive salary28 days holidays (plus Bank holidays)Hybrid workingSupported learning and development1 hour early finish Fridays along with Friday dress downWork Place PensionExam and study leaveStaff spot bonus (monthly nominations)Employee Assistance ProgrammeFor more information please contact Graeme Hyland on 07896 933622.