Client Services Executive: Financial Planning Admin

Recruitment Rebellion; Stonehouse; On-site; GBP 28,000 - 33,000; Full time

Job summary

A renowned financial planning firm in the UK is looking for an IFA Administrator to provide high-quality administrative support to financial planners and clients. This role involves processing new business, maintaining client records, and managing the client review process. Ideal candidates will have experience in IFA financial services, strong organizational skills, and a collaborative approach. The company values inclusivity and provides ongoing training and development opportunities. The salary ranges from £28,000 to £33,000 annually.

Benefits

Supportive and inclusive working environment

Professional exam fees and learning materials covered

Ongoing training and development

Opportunity to work for a B Corp-certified business

Visible and valued contribution

Qualifications

• Experience in IFA financial services administration or client services is essential.
• Good knowledge of financial products and solutions is required.
• Confidence using back-office systems and platforms necessary.

Responsibilities

• Provide high-quality, compliant administrative service to financial planners and clients.
• Process new business accurately and compliantly.
• Act as a professional first point of contact for clients.

Skills

Experience in IFA financial services administration or client services

Good knowledge of financial products and solutions

Confidence using back-office systems and platforms

Strong organisational and multitasking skills

Excellent communication skills

Collaborative, team-focused approach

Job description

A renowned financial planning firm in the UK is looking for an IFA Administrator to provide high-quality administrative support to financial planners and clients. This role involves processing new business, maintaining client records, and managing the client review process. Ideal candidates will have experience in IFA financial services, strong organizational skills, and a collaborative approach. The company values inclusivity and provides ongoing training and development opportunities. The salary ranges from £28,000 to £33,000 annually.