Job Title

Client Liaison Administrator

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Job Description

The Company: Nationally recognised and rapidly expanding IFA business based in Macclesfield looking to recruit a private wealth focused Client Liaison Administrator who holds admin experience working within an IFA/wealth management firm.

  • Office Location: Macclesfield
  • Hybrid/Home Working: No – 100% office-based

 

Package: £23-26k base + bonus and full company benefits

  • Benefits: 25 days holiday plus stats, 5% pension, 4xDIS, PMI on top of a full flexible benefits package
  • Bonus: Discretionary – Paid annually
  • Working week: 35hrs (Mon-Fri) inclusive of flexible working

 

The Role: Sits within the firm’s adviser support structure taking on full administrative responsibilities across the breadth of private wealth. Standard duties & responsibilities include:

  • Personal support to the adviser whilst monitoring and managing the adviser’s diary
  • Process all new/existing business
  • Prepare meeting packs
  • Assist with mail merge exercises
  • Act as a point of contact for the client in the adviser’s absence and deal with client queries
  • Book all client meetings including annual review meetings

 

The Person: A private wealth focused advisory background is required, along with exposure to supporting IFA’s/financial advisers in either in a pooled capacity, or on a 1 to 1 basis.

  • Knowledge and awareness across the private wealth product spectrum inclusive of investments, pensions, protection and IHT planning)
  • 2+ years’ time-served administration experience

 

What next? To apply now please follow the link attached to send an up-to-date CV. If you have further questions on the above please feel free to call Chris on 07891479277 or email chris@cb3associates.co.uk to explore in more detail.

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