Financial Services Administrator

Bowdon Associates

  • Manchester
  • £30,000 per year
  • Permanent
  • Full-time
  • 3 days ago
  • Apply easily
Job Title: Financial Services AdministratorLocation: RemoteSalary: £25,000 - £30,000The ClientWe have an exciting opportunity for a growing Independent Financial Advisory (IFA) business, they are looking to add an experienced Financial Services Administrator from a wealth management background to their team.The Role of Financial Services Administrator - IFAThis is a client-focused and detail-oriented role, supporting advisers in delivering high-quality service and advice.Key Responsibilities:
  • Act as the first point of contact for new and existing clients, dealing with queries professionally and efficiently.
  • Coordinate adviser review meetings, ensuring all are booked within appropriate timeframes.
  • Prepare review letters and meeting packs ahead of client reviews.
  • Maintain accurate and up-to-date client records on the CRM system.
  • Process withdrawals, fund switches, and portfolio rebalancing instructions.
  • Manage the submission and tracking of new business, including preparation of application and trust documents.
  • Handle Letters of Authority and liaise with product providers to obtain and chase information.
  • Draft suitability letters for ISAs, Investment Bonds, and Pension new business (replacement business experience is helpful but not essential).
The Person:
  • Proven experience in an IFA support role is essential.
  • The candidate must have 2Plan experience.
  • Proficient in using CRM platforms.
  • Strong attention to detail and ability to prioritise tasks effectiv

LogicMelon