IFA Administrator
Heat RecruitmentJob Description
Alderley Edge
Salary £28000 - £35000 TypePermanent WorkplaceOn-Site Ref89451Recruiter Managing This Role
Adviser Client Support Cheshire
Salary: Competitive dependent on experience
We are working with a respected financial-planning firm (details provided upon interview) to recruit an experienced Adviser Client Support professional.
Key Responsibilities
Provide high-quality administrative support to the adviser team
Prepare and process all client documentation accurately and in a timely manner
Manage client information and files with precision
Liaise with providers and ensure cases progress smoothly
Assist advisers in delivering an outstanding client service experience
Requirements
Prior experience in an Adviser Support / Client Support / IFA Administrat...
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