IFA Administrator

A growing financial planning firm is looking to add an experienced Senior Client Services Administrator to its established support team. This is an excellent opportunity for someone who thrives in a structured, process-led environment and takes pride in accuracy, organisation, and delivering exceptional client service.What You’ll BringAt least 1 year of administrative experienceSolid technical understanding of financial services productsStrong organisational skills and a methodical, detail-focused approachConfident written and verbal communicationAbility to work independently and manage workload effectivelyIndustry exams such as CF1 / R01 are desirable but not essentialWhat You’ll Be DoingProviding full client administration supportMaintaining records, preparing documentation, updating systemsHandling pre- and post-meeting administration, LOAs, and provider liaisonProcessing new business accurately and compliantlyProducing valuations, illustrations, fund switches, withdrawals, and rebalancesManaging calls, post, and general correspondencePreparing annual review documentation and supporting advisersEnsuring all back-office systems remain fully up to dateSupporting day-to-day office operations as requiredBenefits & Package25 days ho...