Client Services Administrator Financial Planning Crewe

Client Services Administrator           Financial Planning                              J864


£ 19,000 – £21,000

UK wide IFA practice recruiting Client Administrator to join their smooth running team.

Official office hours are 8.30-5 Mon-Thurs and 8.30-4 Friday

Some degree of flexibility and many staff now work from 7.30-4 and 7.30-3.

Annual appraisal (quarterly reviews), quarterly bonus, exams and 25 days holidays.

Working along side highly qualified Paraplanners and Advisers you will be responsible for:

Key responsibilities

  • Managing Intelliflo tasks
  • Ensuring adviser is fully prepared for meeting, update client records, preparing client portfolios reports and income statements.
  • Maintaining records of client reviews so that monthly MI can be produced, notify adviser of clients to be seen
  • New business process followed including life office liaison
  • Ensuring process of client ISA top ups is completed for all clients by end of year
  • Attending weekly admin meeting, ad hoc technical meeting, and staff meetings

Key Measurables

  • Number of client reviews completed
  • Accurate record of servicing income
  • Accurate record of New Business written

Please enquire confidentially using the details below, alternatively feel free to connect with me Diana Sproston on LinkedIn, quoting reference J864

To apply for this position please call the office on 0161 973 0133 or email

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