IFA AdministratorLocation: Alton
Contract Type: Full-time
Are you an organised, detail-driven professional with a passion for delivering an exceptional client experience? We’re recruiting a Client Services Administrator to join a growing financial planning business and play a key part in supporting both clients and financial planners.
About the RoleAs a Client Services Administrator, you will provide efficient, end-to-end support across the client lifecycle. From onboarding and maintaining compliant records to preparing documentation and progressing new business, you’ll be a critical part of ensuring clients receive a seamless, positive experience.
This is an excellent opportunity for someone looking to build or develop a career within financial services administration.
Key Responsibilities*Onboard, update and maintain accurate, compliant client records across internal systems
*Prepare documentation and information for client meetings
*Monitor new and existing client transactions, ensuring timely and accurate completion
*Process new business efficiently and effectively
*Translate financial documentation for clients where required
*Produce high-quality letters, emails, and financial paperwork with excellent attention to detail
*Handle queries and calls in line with company standards, escalating where appropriate
*Prioritise workloads to meet deadlines and agreed service levels
*Resolve income reconciliation, finance, or tax-related queries
*Ensure all work adheres to company policies, procedures, and compliance standards
*Embed a client-first culture throughout every interaction
In Senior positions, responsibilities may also include:
*Managing more complex cases and supporting the development of junior team members
*Contributing to departmental projects and process improvements
*Assisting the Client Services Manager in overseeing workloads and resolving procedural matters
*Supporting with complaint identification and investigation
*Taking responsibility for local health & safety and facilities requirements
*Deputising for the Client Services Manager when required
Key RelationshipsYou will work closely with:
*Client Services team
*Financial Planning team
*Paraplanners
*Central Services functions
Skills & ExperienceEssential:
*Strong attention to detail and high level of accuracy
*Excellent knowledge of iO and Excel
*Ability to work under pressure and meet deadlines
*Confident communicator, both written and verbal
*Strong team player
Desirable:
*Broad knowledge of the financial services sector
*Understanding of FCA regulations