Hybrid IFA Client Administrator - Client Experience

Hybrid IFA Client Administrator - Client Experience

Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Premier Jobs UK

At a Glance

  • Tasks: Support financial advisers and manage client information throughout the advice cycle.
  • Company: Join a national financial planning firm with a strong reputation.
  • Benefits: Enjoy hybrid working, competitive salary, and clear career progression.
  • Other info: Dynamic role with opportunities for growth in the financial sector.
  • Why this job: Make a difference in clients' financial journeys while developing your skills.
  • Qualifications: Strong communication skills and a passion for client service.

The predicted salary is between 30000 - 40000 Β£ per year.

Premier Jobs UK is seeking an IFA Client Administrator to join a national financial planning firm.

You will support advisers, coordinate meetings and manage client information across the full advice cycle.

The role offers hybrid working, a clear progression path and a competitive salary.

You will interact with clients via phone, email and online portals and help progress cases smoothly.

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Hybrid IFA Client Administrator - Client Experience employer: Premier Jobs UK

Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.

Premier Jobs UK

Contact Details:

Premier Jobs UK Recruitment Team

We think you need these skills to ace Hybrid IFA Client Administrator - Client Experience

Client Management
Communication Skills
Organisational Skills
Attention to Detail
Meeting Coordination
Case Progression
Financial Planning Knowledge