Client Relationship Administrator

About the role

The Client Relationship Administrator will provide comprehensive administrative support to financial advisers and their clients within a fast‑growing financial planning firm. You will ensure smooth processing of new business, policy servicing and client enquiries, contributing to high service standards throughout the client journey.

Key responsibilities

• Provide high‑quality administrative assistance to financial advisers and clients.
• Process new business applications, fund switches, withdrawals and policy servicing requests.
• Maintain accurate client records and update CRM systems.
• Prepare client documentation and issue suitability packs promptly.
• Liaise with providers, clients and advisers to progress cases efficiently.
• Handle incoming enquiries via telephone, email and written correspondence.
• Support advisers with pre‑and post‑meeting administration.
• Obtain policy information and illustrations from product providers.
• Monitor and chase outstanding business to completion.
• Ensure all work meets agreed service standards and accuracy.
• Build strong professional relationships with clients, providers and colleagues.
• Assist with general office and operational administration tasks.

Required profile

• Previous experience as an IFA Administrator or in a similar administrative role within financial services.
• Strong organisational abilities and attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to work collaboratively in a hybrid environment.

Required skills

What we offer

• Hybrid working – flexibility to work from home and the office.
• Employer pension contribution of 4% with salary sacrifice options.
• 28 days annual leave plus bank holidays, with the option to purchase up to 5 additional days.
• Group life cover (4 × salary) and rolling sick pay scheme.
• Ongoing training and development with clear long‑term career progression.