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Client Support Administrator - Altrincham

Client Support Administrator - Altrincham

Blakemore RecruitmentAltrincham, England, United Kingdom
15 days ago
Job type
  • Full-time
Job description

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Client Support Administrator - Altrincham, Altrincham

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Client :

Blakemore Recruitment

Location :

Altrincham, United Kingdom

Job Category : Other

EU work permit required :

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Job Reference : 13f60e770171

Job Views : Posted :

22.06.2025

Expiry Date : 06.08.2025

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Job Description :

We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.

Job Purpose

To provide dedicated, accurate, and efficient sales support service for agreed Financial Planning Consultants.

Responsibilities

  • Providing an efficient new business processing service for sales consultants, completing trades / fund switches, liaising with product providers, and ensuring that new business is set up correctly.
  • Providing administration support related to valuations, transfer of servicing, and client reviews to facilitate efficient client meetings.
  • Maintaining effective communication between clients and consultants, keeping both updated on all matters related to their financial affairs.
  • Ensuring all client information is accurately stored and updated on the relevant system, and that all compliance requirements are met.
  • Preparing invoices for work completed for clients.
  • Issuing original policy documents to clients when appropriate, and ensuring that copies / documents are issued within the agreed timescales, reflecting client requirements accurately.
  • Providing post-meeting administration support to consultants, ensuring all tasks are completed within the designated timescales.
  • Reporting any complaints (formal or informal), breaches, or losses to the Compliance Officer promptly.
  • Undertaking additional duties as requested by line management.
  • Having basic knowledge of all products and funds within the area of responsibility.
  • Building and maintaining effective relationships with consultants.
  • Having at least 2 years of experience working for an Independent Financial Advisor (IFA).
  • Holding CF1 qualification.
  • Possessing a Certificate in Financial Services / Planning.

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Client Administrator • Altrincham, England, United Kingdom