Client Support Associate/ IFA Administrator - Heat Recruitment : Job Details

Location: Cheshire

Salary: £25,000 - £28,000 per annum

Role Summary:The IFA Administrator will play a crucial role in providing high-level administrative support to the Independent Financial Advisors (IFAs)n. The ideal candidate will have prior experience in a financial services administrative role and possess the ability to handle sensitive and confidential information, particularly when liaising with high-profile clients.

Key Responsibilities:

• Provide comprehensive administrative support to the IFA team.
• Process client documentation efficiently and accurately.
• Liaise directly with clients, demonstrating professionalism, discretion, and confidentiality at all times.
• Maintain and update client records on internal systems.
• Ensure compliance with financial regulations and company policies.
• Work collaboratively with internal teams to deliver a seamless service to clients.

Candidate Requirements:

• Experience: Previous experience in a similar IFA Administrator role or financial services environment is essential.
• Skills: Strong organisational skills, attention to detail, and the ability to manage multiple tasks simultaneously.
• Confidentiality: A high level of discretion and professionalism, particularly when working with high-profile clients.
• Communication: Excellent verbal and written communication skills.
• Teamwork: Ability to work autonomously and collaboratively in a hybrid work setting.

Benefits:

• Annual Leave: 25 days, increasing by 1 day per year of service up to a maximum of 30 days.
• Life Assurance: 4x salary.
• Private Health Insurance: 75% coverage.
• Pension Scheme: Employer contributes 5%, employee contributes 3%.
• Hybrid Working: 3 days in the office per week once fully autonomous in the role.

To find out more, please apply with a full copy of your up to date CV