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IFA Administration

Job Posted: an hour ago

Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Cardiff

Expire in: a month

Job Description

We are looking to recruit for a Client Services Manager to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.

Key Responsibilities:

Act as the first point of contact for all incoming enquiries.
Meet and greet clients and guests on arrival at the office.
Organise client and prospective client meetings, managing all Financial Planners' diaries effectively.
Prepare and issue client documentation before and after meetings.
Attend client meetings when required.
Complete Anti-Money Laundering (AML) checks.
Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
Complete checklists, scan and file documentation to the back-office system.
Provide weekly Management Information to the Practice/Operations Manager.
Manage Financial Planners' general queries, calls and invitations.
Attend and record weekly team meetings and quarterly open forum meetings.Skills & Experience:

Previous experience in a client-facing or administrative role, ideally within and IFA admin, financial services or a professional office environment.
Strong organisational skills with the ability to manage multiple diaries and competing priorities.
Excellent communication skills (written, verbal and in-person).
High attention to detail and accuracy.
Proficient in Microsoft Office and comfortable with CRM/back-office systems.
Professional, approachable, and discreet in handling sensitive information.
Client-focused with a proactive, "can-do" attitude.
Friendly, professional and confident in dealing with clients and colleagues.
Team player with the ability to work independently when required.
Reliable, trustworthy and conscientious.A fantastic benefits package including...

4 day working week with no reduction in your salary.
9-5pm Mon-Thursday with ½ hr for lunch
28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
1 week off for Christmas, not taken from your annual leave entitlement.
Company pension scheme (after 3 months).
Private Medical Insurance (after 12 months).
Summer & Christmas bonus based on company performance.
Team away days and social events throughout the year.
Supporting, friendly team with opportunities to progress

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Bank details.
National Insurance number.
Date of birth.

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