Client Services Administrator/IFA Admin

Nixon Allen Limited
Leamington Spa
£20,000 per annum
29 Jul 2017
31 Aug 2017
Contract Type
Full Time

Client Services Administrator/IFA Admin

Sector: Financial Services

Region: West Midlands

Location: Leamington Spa

Salary: £20,000-£25,000 plus Benefits

Would you like to for an award winning and leading Wealth management body?

Would you like to work towards a diploma and further career progression?

With over 20 years presence in the market, the company prides themselves by providing a consultative and personal service to their Clients.

Due to their ongoing success they now have an opportunity for a Client Services administrator to join their exciting team.

You will be joining the organisation at a very exciting time where you will be able to develop your skills further and will be based within a friendly and professional environment.

Duties of the Client Services Administrator:

  • Proactively manage client accounts whilst building and maintaining strong relationships with clients
  • Prepare meeting packs for Client meetings
  • Conduct research and write reports from templates and own extensive experience
  • Update client records
  • Analyse existing financial products
  • Establish client objectives

Requirements of the Client Services Administrator:

  • At least 2 years experience supporting within an IFA firm (not a bank/provider)
  • Able to gather information an assist with fund research, reports and valuation
  • Prepare client portfolios prior to meetings
  • Provide administrative support to financial advisors and paraplanners
  • Use several systems such as Avelo and Xplan to maintain accurate databases
  • Qualifications are desirable however not essential: R01,CF1 or FPC1 would be an advantage
  • The successful candidate will be self-motivated, organised and knowledgeable

This company prides itself on nurturing and progressing their staff, making this opportunity one of a kind, due to the firms opportunities for promotion will arise rapidly.

A comprehensive package on offer for the Client services Administrator starting at £20,000-£25,000 depending on experience as well as a generous benefits package.