Financial Services Administrator – Wealth Management Experience Required
Knutsford, Cheshire
Salary: £25,000 - £32,000
Full-Time
A well-established and growing financial advice firm based in Knutsford is looking to recruit a Financial Services Administrator with experience in an Independent Financial Adviser (IFA) environment.
This is a client-focused and detail-oriented role, supporting advisers in delivering high-quality service and advice.
Key Responsibilities:
* Act as the first point of contact for new and existing clients, dealing with queries professionally and efficiently.
* Coordinate adviser review meetings, ensuring all are booked within appropriate timeframes.
* Prepare review letters and meeting packs ahead of client reviews.
* Maintain accurate and up-to-date client records on the CRM system.
* Process withdrawals, fund switches, and portfolio rebalancing instructions.
* Manage the submission and tracking of new business, including preparation of application and trust documents.
* Handle Letters of Authority and liaise with product providers to obtain and chase information.
* Draft suitability letters for ISAs, Investment Bonds, and Pension new business (replacement business experience is helpful but not essential).
Ideal Candidate Profile:
* Proven experience in an IFA support role is essential.
* Proficient in using CRM platforms.
* Strong attention to detail and ability to prioritise tasks effectively.
* Clear and confident communication skills.
* Able to work well both independently and as part of a small, collaborative team.
To Apply:
Please click to apply and send your CV highlighting your relevant experience.
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