Financial Adviser jobs in Neston

Financial Services Client Administrator

Trowbridge | £28,000 - £34,000 DOE

A growing and well-established financial planning firm is seeking a Client Administrator to join its friendly and collaborative team.

This opportunity would suit someone with previous experience working within an Independent Financial Adviser (IFA) or Wealth Management firm who enjoys working in a professional, client-focused environment and takes pride in delivering an exceptional standard of administration and support. You'll play a key role in supporting advisers and clients throughout the financial planning journey, ensuring new business is processed efficiently and service standards remain high.

The business offers a genuinely flexible approach to work, ongoing professional development and the opportunity to become an integral part of a close-knit team.

The Role:

Working alongside advisers and support staff, you'll be responsible for coordinating a broad range of client and administrative activities across the financial planning process, with a particular focus on the submission and processing of new business.

Key Duties:

• Supporting advisers with the preparation and completion of client recommendations and financial planning transactions.
• Processing and submitting new business applications across pensions, investments and protection products via provider platforms.
• Managing cases from point of submission through to completion, liaising with providers, advisers and clients to ensure timely implementation.
• Acting as a central point of contact for clients, providers and third parties.
• Monitoring workflow pipelines and ensuring client requests are progressed efficiently.
• Tracking outstanding requirements, chasing providers and ensuring all documentation is received and processed accurately.
• Gathering information from external organisations to support client reviews and recommendations.
• Preparing documentation and correspondence for new and existing clients.
• Managing updates to client records and maintaining data accuracy across company systems.
• Assisting with account amendments, investment instructions and policy servicing requests.
• Supporting compliance and regulatory procedures throughout the client journey.
• Delivering timely updates to clients and colleagues on outstanding actions and progress.
• Working collaboratively to identify opportunities for greater efficiency and service improvements.

About You:

We're keen to speak with individuals who have experience working within an Independent Financial Adviser (IFA) or Wealth Management environment and who have a proven track record of submitting and processing new business applications. You will have strong organisational and communication skills and be comfortable managing cases through to completion.

You'll Have:

• Previous experience working within an IFA, Financial Planning or Wealth Management firm.
• Experience submitting and processing new business applications for pensions, investments and/or protection products.
• Experience using provider platforms and managing cases through to completion.
• Strong administrative, coordination and client relationship skills.
• The ability to manage multiple tasks and deadlines simultaneously.
• Excellent attention to detail and commitment to accuracy.
• A professional and client-focused approach.
• Confidence communicating with advisers, providers, clients and third parties.
• Experience using back-office systems and provider platforms.

Desirable Experience:

• Experience across a broad range of financial planning products, including pensions, investments and protection.
• Knowledge of adviser charging, Letters of Authority and policy servicing processes.
• Experience supporting multiple advisers within a busy financial planning practice.
• A desire to continue developing your knowledge and career within financial services.

Salary and Benefits:

• £28,000 - £34,000 depending on experience.
• Flexible working arrangements.
• Hybrid working opportunities.
• 25 days holiday plus bank holidays.
• Additional birthday leave.
• 5% employer pension contribution.
• Life assurance benefit.
• Funded professional qualifications and training support.
• Enhanced family-friendly policies.
• Free parking.
• Full-time position, with part-time applications considered for the right candidate.

Interested?

If you're an experienced Financial Services Administrator with a background in an IFA or Wealth Management environment and hands-on experience submitting new business applications, we'd love to hear from you.

This is an excellent opportunity to join a supportive and growing financial planning firm where you'll play a key role in delivering a seamless client experience from recommendation through to implementation.

INDHP

Pay: £28,000.00-£34,000.00 per year

Benefits:

• Free parking
• On-site parking

Work Location: In person