Client Advisor/IFA Administrator (Wealth Management)

Stockport, Chesire

£30,000 – £40,000 + Training + Bonus + Benefits

Are you a Client Advisor/IFA Administrator or similar, coming from a background within the financial/legal/property services sector, looking to join a well-established, highly-impressive company, recognised as leaders within the wealth management industry for over forty years?

Do you want to become a key member in a team of highly skilled sector specialists, respected for their premium quality service and best-in-class workmanship in every task they undertake?

On offer for the successful Client Advisor/IFA Administrator or similar is the exciting opportunity to join a leading wealth-management business, offering impressive training and development opportunities, with the ability to assist you in gaining financial qualifications, as well as scalable career progression pathways as your role develops. Presenting itself is the chance to take the next step in your career with the opportunity to join an impressive company, at the very forefront of financial services, taking a scientific approach to investment, with an innovative and interesting strategy toward wealth management.

In this role, the successful Client Advisor/IFA Administrator, will be responsible for the preparation of correspondence, documents and meetings alike. In addition, you will also be responsible certain financial tasks such as preparing invoices and reviewing client and office account entries. On top of this, you will be responsible for client and customer liaison, relaying correspondence and providing advice where applicable. Finally, you will also be responsible for both diary and email management as well as dealing with telephone enquiries.

The ideal Client Advisor/IFA Administrator or similar will come from a background within the financial/legal/property services sector or a related field. In addition, you will also have strong organisational, communicational and analytical skills. On top of this, you will also have previous experience within a Client Advisor/Administrator/IFA Admin role or similar position, with prior working experience to IFA standard or a related technical discipline. Finally, you will be computer literate with a knowledge of Microsoft Office software, happy to work both as part of a team as well as autonomously.

The Role:

• Preparation of correspondence, documents and meetings alike
• Preparing invoices and reviewing client and office account entries
• Client and customer liaison, relaying correspondence and providing advice where applicable

The Person:

• Background within the financial/legal/property services sector or a related field
• Previous experience within a Client Advisor/Administrator/IFA Admin role or similar position
• Strong organisational, communicational and analytical skills

Reference: BBBH26014

Keywords: Financial, Financial Services, Legal, Legal Services, Property, Property Services, Client Advisor, IFA, Admin, IFA Admin, Administrator, Wealth, Wealth management, Investment, CSA Advisor, Client Support, Advisor, Stockport, Chesire, England

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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