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IFA Admin & Client Services Specialist

Job in Plymouth, Devon, PL2, England, UK
Listing for: Clayton Davies
Full Time position
Listed on 2026-07-07
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Job Description & How to Apply Below

Clayton Davies seeks an experienced IFA Administrator to assist its advisory team and clients in the United Kingdom. This role focuses on supporting advisers with portfolio administration, ensuring excellent service delivery throughout the client journey.

The successful candidate will manage applications for various financial products, coordinate client servicing tasks, and maintain accurate client records to meet compliance standards.

Candidates should have prior experience in financial planning administration and knowledge of CRM systems.

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