THE ROLE CAN BE BASED AT VARIOUS OFFICES ACROSS THE NORTH WEST

Our client is an established and growing financial advice business who are looking to appoint an experienced IFA Administrator to support its advisory team and client base. The firm provides tailored guidance across areas such as retirement planning, investments and estate planning, placing a strong emphasis on high standards, regulatory compliance and positive client outcomes.

Role & Responsibilities:

• Prepare and submit applications across a variety of financial products including pensions, investment accounts, protection policies and tax-efficient wrappers
• Coordinate the ongoing servicing of clients, including producing valuation reports and documentation for review meetings
• Communicate with providers and platforms to obtain information, track progress and resolve outstanding requirements
• Maintain detailed and accurate client records within internal systems, ensuring files meet compliance standards
• Act as a contact point for clients and third parties, handling queries efficiently and professionally
• Support advisers and paraplanners to ensure tasks are completed in a timely manner
• Carry out all duties in line with regulatory expectations and internal compliance procedures

Do you have the following to apply?

• Previous experience in an administrative role within financial planning or wealth management
• Exposure to handling a range of financial products such as pensions, investments and protection
• Experience supporting both new business submissions and ongoing client servicing
• Familiarity with CRM/back-office systems and provider platforms

Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.

Clayton Davies is acting as an employment agency on behalf of our client.