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Client Support Administrator

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £18000 - £28000 per annum, Benefits: Pension, Holidays, Parking

  • Contact:

    Helen Spriggs

  • Contact email:


  • Contact phone:


  • Job ref:


  • Published:

    11 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


CLIENT SUPPORT ADMINISTRATOR FINANCIAL SERVICES KNUTSFORD - Salary up to £28,000 dependent upon experience. Excellent benefits including Parking and Flexible working hours if necessary.

BWD are delighted to working on behalf of a well respected firm of Independent Financial Advisers within the Cheshire area.
This is the perfect opportunity if you work within the Financial Services industry already and are looking for a more challenging role, within a firm who like to encourage progression.
They benefit from bright and modern offices, and hardworking and friendly team.

On a daily basis, this is a snap shot of what the role will include:

  • Maintaining client database
  • Assisting the Director with the submission of  Gabriel reports
  • Preparing files for appointments – to include detailed investment schedules, fund performance statistics and investment valuations.
  • Research – Researching the market using appropriate research tools to identify suitable solutions for the client, obtaining quotes, illustrations and applications, obtaining and preparing past performance detail
  • Processing new business on line and paper based, for life, pensions, investments etc

In order to apply you will need to have:

  • Experience of working for an IFA practice, in supporting Financial Services
  • The ability to undertake Letters of Authority
  • Experience of preparing Valuations
  • Preparing packs for Financial Advisers

In order to find out more about this Client Support Administration role in Knutsford, Cheshire please contact Helen Spriggs on 0113 4260775