IFA Client Support Administrator

3 weeks ago


Swindon, United Kingdom Coast Specialist Recruitment Full time

Our client a very successful national wealth manger is now looking for an experienced IFA administrator to join the growing team.

This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Specific Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

  • Client correspondence, written and verbal.
  • Processing New Business.
  • Preparation of client review packs.
  • Arranging client meetings and managing the Adviser’s diary.
  • Illustration requests.
  • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
  • Taking phone calls, enquiries and requests, and handling them where appropriate.
  • Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable

You will also be skilled in, or have the ability to learn:

  • Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
  • Good working knowledge of IO and Platform.
  • Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
  • Management and prioritising workloads.
  • Excellent planning, organisational and multi-tasking abilities.
  • Analytical and problem-solving skills.
  • Flexibility/ adaptability to cope with change.
  • Excellent communication skills at all levels.
  • A team player with a positive attitude.


  • Swindon, United Kingdom Ortus PSR Full time

    Senior IFA Administrator Location: Swindon, South West England Employment Type: Permanent Our client, a leading IFA company, is seeking a Senior IFA Administrator to join their team. Previous experience in an IFA Administrator role is a must as you will be supporting the Managing Partner and the company's team of financial advisors, providing excellent...

  • Ifa Truro

    3 weeks ago


    Swindon, United Kingdom AMG Search Full time

    **AMG Search is currently looking for an IFA to join a leading national IFA organisation.** - As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. - You will provide advice in pensions, investments, protection, taxation planning & trusts - You will be given ownership of your...


  • Swindon, United Kingdom Ortus PSR Full time

    Our client is looking for an IFA Administrator who has a background in the industry and brings the highest standards of customer service. The role would suit someone who is driven, ambitious and has a proactive approach, and is comfortable working with excellent standards. **The Role** - Maintaining client files and ensuring they are up to date - Ensuring...


  • Swindon, United Kingdom Elementa Support Services Full time

    **administrator, administrator, administrator, admin, admin, admin, receptionist, receptionist, receptionist**: **Business Support Administrator**: **Type: Permanent, Term-time only + 10 days during holidays (likely via trial contract)**: **Start: ASAP**: **Hours: full-time **_(Mon - Thurs 8:00am - 4:00pm, Fri 3:30pm finish OR Mon - Thurs 8:30am - 4:30pm,...


  • Swindon, United Kingdom Cranleigh Personnel Full time

    **Financial Services Administrator** **Location: Swindon outskirts** **Salary: £22,000 - £26,000 depending upon experience** **Hours: Full time, office based** Are working for a smaller SJP practice i and are looking to join a larger practice with more career progression? Or are you feeling like your career is developing enough with your current SJP...


  • Swindon, United Kingdom Burgh Recruitment Ltd Full time

    Client Services Administrator Location: Royal Wootton Bassett - SN4 Salary: £22,000 to £26,000 (depending on experience) + Bonus scheme, £100k DIS and Pension scheme with employer 5% contribution Hours: Full Time - 35 hours / in office Working as part of the team at an Appointed Representative of St. James’s Place Plc. This is an exciting opportunity...

  • Administrator

    4 weeks ago


    Swindon, United Kingdom Reed Business Support Full time

    Are you an experienced Administrator in Swindon whose available to start a temporary assignment Jan 2023? Then I have the role for you! **Length of assignment**: Temporary for 2- 3 months to cover initially **Position**: Administrator **Hours**: 36 hours. Mon-Thurs 08:00-17:30 with 30 min lunch. Can do Mon-Thurs 09:00-17:30 if needs be **Pay**: £12-...

  • Administrator

    3 weeks ago


    Swindon, United Kingdom Reed Business Support Full time

    I am recruiting for a strong Administrator to join a well-established client in a fast pace environment. Duties include: producing price lists, data cleansing and making sure all data is kept up to date, contacting clients to obtain information, managing any order enquiries, manage shipping with couriers, invoice for goods, ordering stationery and any...


  • Swindon, United Kingdom Burgh Recruitment Limited Full time

    Client Services AdministratorLocation: Royal Wootton Bassett SN4 Salary: £22,000 to £26,000 (depending on experience) + Bonus scheme, £100k DIS and Pension scheme with employer 5% contributionHours: Full Time 35 hours / in officeWorking as part of the team at an Appointed Representative of St. Jamess Place Plc.This is an exciting opportunity for a...


  • Swindon, United Kingdom Colbern Limited Full time

    730215-6862-23152 NCD Administrative Support Officer Swindon Contract £15 per hour Our client is looking for an experienced Administrative Support Officer. Research for Cabinet Members (the councillors who have individual responsibility for service areas) Provide some administrative support for the Cabinet as a whole (the Leader and 9 Cabinet Members)...


  • Swindon, United Kingdom Siamo Recruitment Full time

    We are currently seeking a Client Service Specialist to join a well-established financial wealth management company based in Swindon. If you have passion for the financial industry and experience within a similar role this is a great opportunity to join a fast growing, encouraging and nurturing business to develop your career. You will support advisors while...


  • Swindon, United Kingdom Siamo Recruitment Full time

    We are currently seeking a Client Service Specialist to join a well-established financial wealth management company based in Swindon. If you have passion for the financial industry and experience within a similar role this is a great opportunity to join a fast growing, encouraging and nurturing business to develop your career. You will support advisors while...

  • Administrator

    3 weeks ago


    Swindon, United Kingdom Reed Business Support Full time

    **Role**: Administrator **Type**: Temporary to permanent **Pay**: £23,000- £27,000 **Start date**: ASAP **Hours**:Mon - Fri office hours **Location**: Swindon - free onsite car parking Office based 5 days **Interview process**: 1 stage face to face **Overview of role**: - Administer customer orders - Provide quality customer service - Managing...


  • Swindon, United Kingdom HAYS Full time €22,000

    Customer Support Administrator (Up To £22k plus Bonus) Hays are now looking for a Customer Support Administrator for one of our clients based in Shrivenham. Up to £22K with a bonus of up £2k per annum. Benefits Mon - Fri, 9am - 5pm Shrivenham Permanent In the role you will act as first point of contact for all customer, end-user and internal enquiries....


  • Swindon, United Kingdom HAYS Full time

    Customer Support Administrator (Up To £22k plus Bonus) Hays are now looking for a Customer Support Administrator for one of our clients based in Shrivenham.Up to £22K with a bonus of up £2k per annum.+ BenefitsMon - Fri, 9am - 5pmShrivenhamPermanentIn the role you will act as first point of contact for all customer, end-user and internal enquiries.This...


  • Swindon, United Kingdom Hays Full time

    Customer Support Administrator (Up To £22k plus Bonus) Hays are now looking for a Customer Support Administrator for one of our clients based in Shrivenham.Up to £22K with a bonus of up £2k per annum.+ BenefitsMon - Fri, 9am - 5pmShrivenhamPermanentIn the role you will act as first point of contact for all customer, end-user and internal enquiries.This...

  • Finance Administrator

    4 weeks ago


    Swindon, United Kingdom Jms business support Full time

    JMS Business Support is excited to be recruiting for a Financial Administration Assistant to join a vibrant, close knit team, dedicated to exceptional customer service at Vermtek Pest Control, a small but rapidly growing business in Watchfield near Swindon (SN6 8TZ). One of the UK’s only pest control companies to offer true nationwide coverage Vermtek...


  • Swindon, United Kingdom Jms business support Full time

    JMS Business Support Services has an exciting opportunity available for **a Service Desk Administrator **to join a small vibrant, lose knit, dedicated team at Vermtek Pest Control in Watchfield, Swindon. Vermteck is growing rapidly and is one of the UK’s only pest control companies to offer true nationwide coverage. Reporting to the Service Office Manager...

  • Office Administration

    4 weeks ago


    Swindon, United Kingdom Reed Business Support Full time

    Are you looking for a Part Time office based role? Would you like to work in a fast paced office administration role? Do you like variety in your role? Do you enjoy problem solving and building relationships? If the answer is yes then you will be ideal for a role we are recruiting for with a client who is going from strength to strength! Duties include: -...

  • Finance Administrator

    4 weeks ago


    Swindon, United Kingdom Jms business support Full time

    JMS Business Support Services is pleased to be recruiting for a Financial Administration for Vermtek Pest Control, a small Swindon based business (SN6 8TZ). This vacancy offers very competitive salary range depending on experience and as we are collaborative and customer-centric, our work environment includes: - Work-from-home days possible after time...