IFA Administrator

IFA Administrator Location: Chester Salary: £32,000 - £33,000 Job Type: Permanent, Full-Time Are you an experienced Financial Services Administrator looking to join a growing wealth management business with strong long-term opportunities? We are working with a well-established financial planning firm that is looking to appoint a Client and Adviser Support professional to its Chester office. This is a varied role supporting Financial Advisers and their clients throughout the advice process. You will be responsible for progressing cases from initial instruction through to completion, working closely with advisers, clients, providers and the wider paraplanning team. The Role Your responsibilities will include: Processing new business across pensions, investments and protection Issuing Letters of Authority and gathering provider information Liaising with clients, advisers and product providers Maintaining accurate client records and updating back-office systems Obtaining quotations and illustrations through internal teams Monitoring service levels and ensuring cases progress within agreed timescales Chasing outstanding business through to completion Working closely with paraplanners to ensure suitability reports are completed ahead of client meetings Supporting advisers with the day-to-day management of their client bank The Candidate We are looking for someone with: A minimum of 2 years'' experience within an IFA, Financial Planning or Wealth Management environment Good ..... full job details .....