To build relationships with clients and maintain regular contact.
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
My client is currently looking for an experienced IFA Administrator to join their team in Knutsford.
The role
To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
You will manage the residential sales team, ensuring that sales targets and values are met by motivating the team and developing strong relationships with all stakeholders in order to build on the existing success of the office.
Savills is looking to recruit a driven and outstanding individual who is able to produce exceptional results and focus on the growth of the Knutsford office.
Savills culture is one of trust and respect, teamwork and collaboration.
An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.
Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.
Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans.