Client Services Administrator

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!