At a Glance
- Tasks: Support Financial Advisors and enhance client experiences in financial planning.
- Company: Thriving national financial planning firm that values your contributions.
- Benefits: Clear progression opportunities, supportive team environment, and professional development.
- Other info: Dynamic role with exposure to the full advice process.
- Why this job: Gain diverse experience and make a real impact in clients' financial journeys.
- Qualifications: Experience in administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
IFA Client Administrator This IFA Client Administrator job offers you the opportunity to join a thriving national financial planning firm where your contribution genuinely matters.
If you're an experienced administrator looking for a role with real variety and clear progression, this IFA Client Administrator position could be your next career move.
As an IFA Client Administrator, you'll be integral to delivering exceptional client experiences throughout the financial planning journey.
Working alongside Financial Advisors and an established administration team, you'll ensure advice processes run smoothly, efficiently and compliantly.
Your responsibilities as an IFA Client Administrator will include
- Supporting Advisors with diary management and meeting coordination
- Preparing comprehensive meeting packs ahead of client appointments
- Proactively contacting clients to obtain outstanding information
- Liaising with internal teams and external providers to progress cases
- Processing new business applications and maintaining accurate records
- Producing key illustrations, projections and valuations This IFA Client Administrator role offers genuine exposure across the full advice process, rather than narrow, repetitive tasks.
The business recognises the vital contribution administrators make and invests in your developmen...
