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Client Relationship Administrator Location: Knutsford Salary: £27,000 - £30,000 - We are seeking a Client Relationship Administrator with extensive IFA experience to join our team. Previous experience with St. James's Place is a bonus. The successful candidate will be the primary point of contact for both new and existing clients, handling queries, processing new business applications, and maintaining client relationships. - Responsibilities: Serve as the first point of contact for new and existing clients, addressing any queries they may have Process new business applications and keep clients updated on the progress Handle letters of authority and information requests from external providers Assist in scheduling meetings for advisers and ensure that all review meetings are booked within appropriate timeframes Draft review meeting letters and manage associated regulatory requirements, including Drawdown reviews Input and update client information on CRM systems, specifically Salesforce Process withdrawal requests and manage switches and portfolio rebalancing Prepare Trust documentation and write suitability letters for top-ups on Investments and Pensions - Required Skills & Qualifications: Proven experience as an administrator within the IFA sector Excellent attention to detail and a good telephone manner Ability to work under pressure, especially during critical periods such as tax year-end High degree of literacy in producing letters and reports Knowledge of investment products and their processing, including applications, withdrawals, and switches - Benefits: Competitive salary Opportunity to work in a dynamic and supportive environment Engage with a variety of tasks and responsibilities - Apply today and we will be in touch!