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** Client Manager/IFA Administrator - £28K- £40K - Nantwich**

  • Location
    Nantwich , Cheshire
  • Salary
    28000 £ - 40000 £ / Year
  • Category
    Accountancy & Finance - Financial Control
  • External Reference

Are you a Client Manager looking for an exciting opportunity within the Wealth Management industry? Do you want to receive a pension of up to 10% matching contributions? If this appeals to you then now is your opportunity!

Badenoch and Clark are currently recruiting a Client Manager for a major Wealth Management organisation based in Cheshire. In line with their philosophy of providing comprehensive holistic advice to their clients, the organisation provides a wide variety of services, ranging from investment and pension planning to providing mortgage and banking advice.

Job description
As an IFA Administrator you will deliver high quality administrative support to the Financial Advisors. The objective is to deliver great service and advice to every client, while ensuring accuracy and compliance standards are maintained. Therefore, your role will include:
-Managing a portfolio of the practice clients and working closely with your team of Advisers.
-Managing a team of Advisers.
-Preparing paperwork for client meetings and providing support to your Advisers
-Processing new business and carrying out executive PA/administration tasks.
-Building relationships with clients, delivering excellent client service at all times.
-Maintaining compliance and demonstrating commercial awareness.

The candidate
The ideal candidate must have the following attributes:
-Excellent IT skills - e.g. Excel, Word, PowerPoint.
-Excellent communication skills with the ability to connect effectively at all levels.
-A degree is desirable. Grade A English GCSE and Grade B Maths GCSE results are essential.
-Lots of energy and drive with a passion for personal development.
-Great work ethic.
-Excellent attitude at all times.
-Great organisational and multi- tasking skills, a proven track record of delivery to targets and deadlines.
-Can demonstrate loyalty in employment.
-A great team player and a strategic thinker.

In return, the successful candidate will be offered excellent competitive basic salary plus a discretionary monthly bonus package, pension of up to 10%, 25 days holiday (excluding bank holidays) and regular team events.
Apply now!

Demi Lammens
01618381979 Badenoch & Clark is acting as an Employment Agency in relation to this vacancy. Badenoch & Clark is an Equal Opportunity Employer and a registered Disability Symbol User.

To speak to a recruitment expert please contact Jak Gorrie

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