Financial Adviser Administrator

Financial Adviser AdministratorOldham Area Flexible Hybrid Working (Up to 4 Days Working from Home)Salary: Up to £32,000An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and growing financial planning firm based in the Oldham area.This role would suit a highly organised and detail-oriented individual with previous experience within financial services administration who enjoys supporting advisers and delivering exceptional client service. Offering flexible hybrid working and a supportive team environment, this is a fantastic opportunity to further your career within wealth management.The RoleWorking closely with Financial Planners, you will provide comprehensive technical and administrative support throughout the advice process, ensuring clients receive a professional and efficient service at every stage of their journey.You will play a key role in maintaining accurate records, preparing client documentation, processing applications, and liaising with providers to ensure business is completed smoothly and within agreed timescales.Key ResponsibilitiesProvide high-quality administrative and technical support to Financial PlannersAssist in delivering solutions that help clients achieve their financial objectivesEnsure client files are complete and compliant, including all required identification and documentationPrepare for client meetings and complete all post-meeting follow-up activitiesMaintain and update client records ..... full job details .....