IFA ADMINISTRATOR, WEALTH MANAGEMENT - ALTRINCHAM

An established and growing financial services business is looking for an experienced Financial Services Administrator to join its busy support team in Altrincham.

This is an excellent opportunity for someone with previous experience within financial services who enjoys working in a client-focused environment and providing high-quality administrative support to Financial Advisers.

The successful candidate will provide pre- and post-sales support, ensuring client requests and documentation are processed accurately, efficiently and within required timescales. You will act as an important link between advisers, providers and clients, helping to ensure a smooth and professional client journey.

Key Responsibilities:

• Prepare correspondence, including letters and emails to clients
• Obtain accurate policy information, including valuations, and prepare data for client meetings
• Prepare simple review letters, advice reports and calculations for approval by the Financial Adviser
• Prepare supporting documentation as required
• Use research tools such as Defaqto to assist Financial Advisers with reports and client work
• Deal professionally with client queries, both verbally and in writing
• Record, update and maintain accurate client information on internal systems
• Maintain Excel MI reporting and client records
• Submit and maintain client file documentation in line with compliance requirements
• Identify and correct any remedial actions on client files
• Manage incoming and outgoing post, scanning and general office administration
• Manage the provider application process from submission through to completion
• Maintain communication with providers, advisers and clients throughout the process
• Support ad hoc client projects and general administrative tasks
• Keep up to date with internal procedures, processes and industry updates
• Identify and analyse problems and propose practical solutions
• Provide support and cover for other members of the team during periods of absence
• Oversee client servicing and disengagement processes in a timely and compliant manner
• Manage multiple tasks and priorities effectively while maintaining a high level of accuracy

About You:
The ideal candidate will have previous experience within financial services, ideally within an IFA, wealth management or financial planning environment.

You will be organised, detail-focused and confident dealing with advisers, clients and providers. You should be comfortable managing a varied workload and working to deadlines while maintaining a high standard of accuracy.

Key Skills & Experience:

• Previous experience within Financial Services is essential
• Strong Microsoft Office skills, particularly Word and Excel
• Excellent written and verbal communication skills
• Strong attention to detail and accuracy
• Excellent organisational and time-management skills
• Ability to manage multiple tasks and competing priorities
• Strong problem-solving and analytical skills
• Professional and confident communication style
• A strong understanding of client service and administrative processes
• High level of integrity and professionalism
• Ability to work effectively both independently and as part of a team

The Opportunity:
This is a great opportunity to join a supportive financial services team where you will play an important role in supporting advisers and delivering a high level of service to clients.

The role would suit an experienced Financial Services Administrator, IFA Administrator, Wealth Management Administrator or Client Services Administrator looking for their next opportunity in the Altrincham area.