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IFA Administrator
Job Posted: 14 hours ago
Salary: £ 26,000 - 30,000 / Annum
Job Type: Permanent
Location: Knutsford, Cheshire East
Expire in: a month
Job Description
Client Services Administrator – Financial Services 🌟
📍 Knutsford, Cheshire | Hybrid/Remote Options
Howard James Recruitment are working with a successful financial services business who are looking to appoint a Client Services Administrator.
This is a fantastic opportunity for someone with experience in financial services who enjoys a varied, fast-paced role and wants to be part of a supportive and professional team.
What you’ll be doing:
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First point of contact for clients and third parties
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Coordinating adviser meetings and preparing client documentation
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Maintaining client records (including Salesforce)
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Providing all-round administrative and operational support
What we’re looking for:
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Previous admin experience in Financial Services/Wealth Management (min. 2 years)
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Excellent communication and organisational skills
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Confident with Microsoft Office & CRM systems
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A flexible, proactive and professional approach
What’s on offer:
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Competitive salary + bonus scheme
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Pension & flexitime
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Hybrid/remote working (depending on experience)
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Friendly, supportive environment with growth opportunities
Howard James Recruitment are acting as an Employment Agency in relation to this vacancy, for more information or indeed to apply please send your CV via the "Apply Now" button and one of the team will call you back to discuss your application in greater detailBefore You Apply
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