Client Administrator (Gloucester)

The Opportunity An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded national financial planning business with an excellent reputation in the market, located in Gloucester. Working closely with a team of Financial Advisers, you''ll provide high-quality administrative support across the full client journey, ensuring new business, client requests and ongoing transactions are processed accurately and efficiently. Key Responsibilities Process new business applications and associated paperwork through to submission to providers Complete client identity verification where required Assist Advisers with the management of client cash holdings and placing trades in line with Adviser instructions Maintain accurate and up-to-date client and plan records on the back-office system Manage tasks assigned by Advisers, Managers and other members of the support team Assist with preparing quotations, applications, key features and other relevant paperwork for Adviser meetings Respond promptly and professionally to queries from clients, providers and Advisers Process and chase policy claims through to completion About You The ideal candidate will have previous experience as an IFA Administrator, Financial Services Administrator or within a similar financial planning support role Experience using Intelligent Office (IO) or a similar financial planning back-office system would be advantageous A basic understanding of financial planning, providers ..... full job details .....