IFA Administrator

Client Support / IFA Administrator

Financial Planning | Client Support | Administration

An established and growing independent financial planning firm is looking to recruit a Client Support / IFA Administrator to support its advisers and deliver an outstanding service to private clients.

This is a varied, client‑facing role suited to someone who enjoys working closely with advisers, providers and clients, and who takes pride in delivering a high‑quality, compliant administration service.

You will act as a key link between advisers, clients and providers, supporting the full advice process and ensuring a smooth and professional client experience.

• Liaising directly with clients and third parties via phone, email and post
• Managing advisers’ diaries, arranging review meetings and issuing pre‑meeting information
• Obtaining accurate policy and valuation information from product providers
• Maintaining internal systems, ensuring accuracy and integrity of client data
• Keeping client files fully compliant with FCA requirements and internal processes
• Supporting new business processing and preparing quotations where required
• Executing trades as instructed by advisers
• General client care, including welcoming clients to the office
• Contributing ideas to improve administration processes and enhance the client experience

• Previous experience in an IFA / financial planning administration or client support role
• Confidence dealing with private clients (including high‑net‑worth individuals) and financial institutions
• Strong organisational skills and attention to detail
• Ability to build positive working relationships with advisers, clients and providers
• Strong written and verbal communication skills
• Comfortable working under pressure in a regulated environment
• Experience drafting client and provider correspondence under adviser supervision

• A supportive, professional working environment within independent financial planning
• Ongoing development and training
• Full support and funding for relevant financial services exams
• Opportunity to broaden knowledge across all aspects of financial planning
• Competitive salary and benefits, depending on experience