IFA Client Administrator – Financial Planning Support

About the role

This position offers the chance to join a national financial planning firm as an IFA Client Administrator. You will work closely with Financial Advisors and an established admin team to ensure smooth, compliant delivery of client advice.

Key responsibilities

• Manage advisors' diaries and coordinate client meetings
• Prepare comprehensive meeting packs for appointments
• Contact clients proactively to gather missing information
• Liaise with internal teams and external providers to progress cases
• Process new business applications and maintain accurate records
• Produce key illustrations, projections and valuations

Required profile

• Proven experience as an administrator within a financial planning or IFA firm
• Strong understanding of financial planning processes and adviser workflows
• Confidence communicating directly with clients via phone, email and online portals
• Experience preparing meeting packs and processing new business applications

Required skills

What we offer

• Competitive salary £28,000‑£32,000 per year
• Comprehensive benefits package including pension, protection and healthcare
• Hybrid working arrangements once competency is confirmed
• 37.5‑hour working week
• Clear career progression pathways and tailored development plans