Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: Dealing with adhoc queries from Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing) New business processing (Online/Post) Loading relevant data on to CRM database Processing Letters of Authority Valuations Liaise with 3rd Party Providers & Paraplanners Preparing Client Meeting Packs Gather quotes/illustrations / Fact Sheets / Order Projections Booking Client Review Appointments & Managing IFA’s diary Print & Bind Client Suitability Reports Administration of client investment funds, constructing client portfolios Update IFA & Client on progress on New Business cases Maintenance of all client policy data & associated income expectancies Process Client Withdrawals as and when required Requirements: Skills Good communication skills, both oral and written Excellent administrative skills Accurate keyboard/data entry skills Excellent accuracy skills and attention to detail An excellent team player with an adaptable and flexible approach to work Ability to build and develop effective working relationships at all levels Experience Financial services industry/wealth management experience – Essential Experience of working within defined service standards, policies and procedures Longevity and proven commitment within previous employment – Essential Knowledge Good knowledge of Microsoft Office A proven track record in delivering excellent client satisfaction A good knowledge and understanding of a wide range of financial products – Ideal Basic knowledge of regulatory requirements – Ideal Package: Salary: Competitive depending on experience Benefits: Death in Service Cover (4 x Salary), 6% Employer Contribution to Pension, PHI Long term sickness cover (75% of Salary) Holidays: 25 Days + Bank Holidays (Increasing by 1 day per year up to a max of 30 days) Study support for industry-related qualifications Office-based role (Hale): Working Hours: Mon – Fri 8.30 am – 5 pm (Flexible)