IFA Administrator – Financial Services Client Support

About the role

Join a fast‑growing financial planning business as an IFA Administrator, supporting planners and operational teams to deliver a seamless client experience. You will work in a modern, technology‑driven environment where innovation and professional development are core values.

Key responsibilities

• Manage the end‑to‑end new business administration process, ensuring accuracy and timeliness.
• Process new business requests, liaise with providers, solicitors, accountants and other third parties.
• Handle Letters of Authority and follow‑up with providers.
• Support financial planners with pipeline management and client servicing.
• Maintain accurate, compliant client records across internal systems.
• Assist with meeting preparation and ongoing client communications.
• Manage incoming and outgoing correspondence and documentation.
• Deliver exceptional client service via telephone and email.
• Contribute to process improvements and operational efficiencies.

Required profile

• Previous experience in financial planning, wealth management or a broader financial services environment.
• Background in a client administrator or similar support role.
• Strong organisational skills with meticulous attention to detail.
• Ability to juggle multiple priorities in a busy setting.
• Excellent communication and relationship‑building abilities.
• Proactive, team‑focused attitude.

Required skills

What we offer

• Long‑term career prospects and ongoing professional development.
• Opportunity to work with a company investing heavily in technology and operational excellence.
• Collaborative and supportive workplace culture.