IFA Administrator

Job Title: Client SupportAdministrator

Industry: Financial Services

Location: Ewloe

Salary: £28,000 - £32,000

Reference Number: 10523

Job Description:

Recruit UK are working on an excellent opportunity for a Client Support Administratorposition in Ewloe to join a leading Independent Financial Advice firm. They offer their high net worth clients a quality advice service. They are particularly focused on providing professional and impartial advice across the Northwest and Wales.

My client is a leading Financial Advice firm. Offices in North Wales and Liverpool. They are actively seeking a Client Support Administratorto work out of their Liverpool office. This role is primarily an administrative role, supporting the Adviser and Paraplanner in dealing with clients and providers. Typical activities will include:

• Processing new business, withdrawals and fund switches
• Preparing client meeting packs
• Contacting clients to arrange meetings
• Producing annual ongoing suitability reports
• Drafting “simple” recommendation letters
• Assisting with cashflow analysis supporting their Financial Advisers.

What’s in it for you:

• Competitive salar...