IFA ADMINISTRATOR

Salary | £30,000 + Benefits + Exam Support

Central Leicester |Hybrid Working Pattern

Our Client are a leading and National Independent Provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an additional 'Client Relationship Manager' to join the incredibly busy team in Leicester. This will be a mixture of office and home working with a split of 3 days in, and 2 days out. Working alongside the Team Manager and forming part of a team of CRMs' this role will involve providing direct support to the Financial Consultants including the Directors. The successful candidate will be responsible for managing and administrating a range of Whole of Market Client Portfolios, and duties will consisting of;

• Supporting a team of Financial Planners
• Processing all new business applications
• Creating Client Valuations & Illustration
• Develop and maintain good working relations with internal and external contacts
• Liaising with Provider Platforms
• Plan, organise and prioritise workload to be completed within agreed service standards

The successful applicant will:

• Have a minimum 2 years’ experience in a similar role
• Use of external provider Platforms and Back Office System, Intelligent Office
• Have excellent customer service skills and attention to detail
• Be able to proactively manage client affairs in a prompt and efficient manner
• Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels

The successful candidate will be intelligent and ambitious with the desire to learn and succeed within Financial Planning. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagerness and drive to succeed. For further information please contact one of our specialist consultants quoting REF: NJR 15071