Client Services Executive - IFA Administration (Fixed-Term)

Moore Kingston Smith; Greater London; On-site; GBP 30,000 - 36,000; Full time

Job summary

Moore Kingston Smith in London is seeking an experienced Client Services Executive with a strong IFA administration background to join our Financial Planning team. The role supports advisers across pensions, investments, protection and platform-based solutions, delivering a seamless client journey and ensuring FCA-compliant file handling.

This fixed-term contract until September 2027 offers a collaborative, values-driven culture within a growing team of Chartered Independent Financial Planners,

Qualifications

• Previous IFA administration experience is essential.
• Experience with new business processing and completing annual review packs.
• Experience with a range of financial products and providers.

Responsibilities

• Act as a primary point of contact for clients, ensuring queries are resolved promptly and professionally.
• Prepare documentation and meeting packs for adviser/client appointments, including quotations and illustrations.
• Process a range of new business applications across pensions, investments, protection and platform-based solutions, taking ownership of the full lifecycle through to completion.
• Maintain accurate client records within back-office systems and produce client valuations, portfolio reviews and investment reports as required.
• Manage policy servicing activities including fund switches, withdrawals, top-ups, premium amendments, beneficiary updates and client account maintenance.
• Prepare and submit pension and investment transfers, liaising with providers and monitoring cases through to completion.
• Implement adviser recommendations, process adviser remuneration instructions, and respond to queries relating to fees, charges and commissions.
• Provide general administrative support to ensure high standards of client service.

Skills

IFA administration experience

Excellent communication

Planning & organisation

Attention to detail

Adaptability

Teamwork

Customer-focused mindset

Tools

Microsoft Office

Job description

Moore Kingston Smith in London is seeking an experienced Client Services Executive with a strong IFA administration background to join our Financial Planning team. The role supports advisers across pensions, investments, protection and platform-based solutions, delivering a seamless client journey and ensuring FCA-compliant file handling.

This fixed-term contract until September 2027 offers a collaborative, values-driven culture within a growing team of Chartered Independent Financial Planners,