IFA Administration & Client Service Specialist
Job in
Alderley Edge, Cheshire, SK9, England, UK
Listed on 2026-06-19
Listing for:
Bond Recruitment
Full Time
position Listed on 2026-06-19
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Bond Recruitment is seeking an experienced IFA Administrator in Alderley Edge to manage client administration and support financial planners. Key responsibilities include ensuring accurate records in Curo and SharePoint, processing new business, and preparing planning meeting materials.
The ideal candidate will have strong administrative and IT skills, especially in Outlook, Word, and Excel, and an ability to manage demanding clients. Attention to detail and effective workload prioritization are crucial for success in this role.
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