Client Administrator

JR United Kingdom; Portsmouth; On-site; GBP 25,000 - 35,000; Full time

Job summary

A dynamic independent financial advice firm in Portsmouth is seeking a Client Administrator to enhance their client administration team. This role offers the chance to support Financial Advisors in managing client communications and processes in a growth-oriented environment. With a focus on collaboration and progression, the position is ideal for candidates with some relevant IFA experience.

Benefits

Private medical insurance

Free onsite parking

Relaxed work environment

Modern office space

Qualifications

• Several months of IFA administration experience.
• Ability to manage client communications effectively.
• Strong organizational skills and proactive work ethic.

Responsibilities

• Collaborate with Financial Advisors for client administration.
• Manage calendars and schedule meetings.
• Prepare materials and raise invoices as required.

Skills

IFA administration experience

Client communication

Proactive assistance

Job description

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Client:

IDEX Consulting Ltd

Location:

Portsmouth, Hampshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

I’m working with a successful boutique independent financial advice firm that is looking for a Client Administrator to join their dynamic client administration team.

We’re seeking candidates with proven IFA administration experience, ideally with several months of relevant experience, who are local to the Gloucester area. This is a great opportunity for individuals eager to embrace a new challenge within a small IFA firm, where their contributions are valued and have a meaningful impact. The firm is experiencing growth due to ongoing success, offering excellent opportunities for progression.

Responsibilities:

• Collaborate closely with Financial Advisors to provide proactive assistance
• Manage calendars and schedule client meetings
• Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
• Prepare meeting materials for Advisors before client meetings
• Raise invoices when required
• Manage database systems

Joining this team, you will feel part of a supportive culture that values a proactive and passionate approach to work.

Perks: The company offers benefits such as private medical insurance, free onsite parking, a relaxed and supportive work environment, and a modern, well-designed office space.

If you're seeking a welcoming environment where your career can grow, apply now to [email protected]