IFA Client Care Administrator

IFA Client Care Administrator South Manchester (Hybrid)Salary: £27,000 - £32,000NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience.Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently.The RoleThis varied position will see you taking ownership of key client servicing and administration activities, including:Managing adviser diaries and booking annual reviews, introductory meetings and client appointmentsCoordinating meeting schedules and ensuring adviser calendars are organised efficientlyManaging Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providersChasing outstanding information and maintaining accurate records across internal systemsProcessing provider documentation, including fund switches, fee amendments and Bed and ISA transactionsSupporting advisers with day-to-day client servicing requirementsAnswering client enquiries and providing a professional first point of contactLogging and distributing incoming and outgoing postMaintaining ..... full job details .....