Client Relations Associate

TEMPLEGATE RECRUITMENT; Lancashire; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Hybrid working

Pension contribution 4% with salary, 4

28 days annual leave + Bank Holidays

Option to purchase extra leave

Group Life Cover (4 x salary)

Rolling sick pay

Training and development

Career progression opportunities

Job summary

Templegate Recruitment is seeking an experienced IFA Administrator in Chorley for a hybrid role that combines home and office working. You will support Financial Advisers and clients, process applications, and maintain CRM records to ensure efficient service delivery.

The role requires knowledge of pensions and investments, strong organisational skills, and a commitment to client-focused service within a regulated financial planning environment.

Qualifications

• GCSE English and Maths at grade 4/C or equivalent.
• Experience as an IFA Administrator in financial planning or wealth management.
• Knowledge of pensions, investments, protection and financial planning products.
• Experience using CRM and back-office systems.
• Understanding of the UK financial services regulatory framework.
• Excellent written and verbal communication.
• Strong organisational and administrative skills.
• Ability to manage workloads and prioritise tasks.
• Commitment to delivering outstanding client service.

Responsibilities

• Provide high-quality administrative support 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 ensure suitability packs are issued promptly.
• Liaise with providers, clients, and advisers to progress cases efficiently.
• Handle enquiries by 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 compliance with FCA regulations and data protection policies.

Skills

Communication skills

Organisational skills

Attention to detail

IFA admin experience

CRM knowledge

MS Office

Education

GCSE English & Maths

Financial planning qualification (desirable)

Tools

CRM software

Back-office systems

MS Office Suite

Job description

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: IFA Administrator

Location: Chorley - Hybrid Working

Salary: £25,000 - £30,000 depending on experience

Benefits

• Hybrid working - opportunity to work from home and the office
• Employer pension contribution of 4% with salary sacrifice available for employee contributions
• 28 days annual leave plus Bank Holidays
• Option to purchase up to an additional 5 days annual leave
• Group Life Cover (4 x salary)
• Rolling sick pay scheme
• Ongoing training and development
• Excellent long-term career progression opportunities

About the Company

Our client is a highly respected and growing financial planning firm committed to delivering exceptional client service and financial planning support. They offer a collaborative and supportive environment where employees are encouraged to develop professionally and build rewarding long-term careers.

Due to continued growth, they are seeking an experienced IFA Administrator to join their team. This is an excellent opportunity for an ambitious IFA Administrator looking to develop their career within a successful and forward-thinking financial planning business.

The Role

As an IFA Administrator, you will provide comprehensive administrative support to Financial Advisers, clients, and colleagues, ensuring the smooth delivery of financial planning services. The successful IFA Administrator will play a vital role in maintaining high service standards, processing business efficiently, and supporting the client journey from initial enquiry through to ongoing servicing.

Key Responsibilities

As an IFA Administrator, your duties will include:

• Providing high-quality administrative support to Financial Advisers and clients.
• Processing new business applications, fund switches, withdrawals, and policy servicing requests.
• Maintaining accurate client records and updating CRM systems.
• Preparing client documentation and ensuring suitability packs are issued promptly.
• Liaising with providers, clients, and advisers to progress cases efficiently.
• Handling incoming enquiries by telephone, email, and written correspondence.
• Supporting advisers with pre- and post-meeting administration.
• Obtaining policy information and illustrations from product providers.
• Monitoring and chasing outstanding business to completion.
• Ensuring all work is completed accurately and within agreed service standards.
• Building strong professional relationships with clients, providers, and colleagues.
• Assisting with general office and operational administration when required.
• Maintaining compliance with FCA regulations, Consumer Duty requirements, AML procedures, Data Protection legislation, and company policies.
• Delivering exceptional levels of client service at all times.

What We're Looking For

The ideal IFA Administrator will have:

• GCSE Grade 4 (or equivalent) in English and Mathematics.
• Previous experience working as an IFA Administrator within a Financial Planning or Wealth Management environment.
• Knowledge of pensions, investments, protection, and financial planning products.
• Experience using CRM and back-office systems.
• A good understanding of the UK financial services regulatory framework.
• Excellent communication skills, both written and verbal.
• Strong organisational and administrative skills.
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
• Excellent attention to detail and accuracy.
• A professional, positive, and collaborative approach.
• The ability to manage workloads effectively and prioritise tasks.
• A commitment to delivering outstanding client service.

Desirable Skills

• Working towards an industry qualification such as the CII Diploma.
• Experience supporting Financial Advisers within an Independent Financial Advice practice.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Willingness to develop technical knowledge and progress professionally.
• Ability to adapt confidently to changing priorities.

Why Apply?

This is a fantastic opportunity for an experienced IFA Administrator to join a growing financial planning firm that values its people and actively supports career development. The successful IFA Administrator will benefit from ongoing training, career progression opportunities, and a supportive team environment.