Client Support

Jobtailor; Inverurie; On-site; GBP 21,000 - 27,000; Full time

Job summary

Jobtailor in Inverurie, UK is seeking a detail‑driven IFA administration assistant to support advisers in delivering compliant financial guidance. You will prepare client reviews, maintain plan information, and manage data with accuracy and proactive communication.

Key requirements include GCSEs in Maths and English (Grade 5+), familiarity with the adviser process, and strong organisational skills. This role focuses on client service, data quality, and FCA compliance in a collaborative team.

Qualifications

• Experience supporting an adviser and managing client information.
• Understanding of FCA compliance and financial services processes.
• Strong written and spoken communication, and accuracy.
• Ability to manage multiple tasks with attention to detail.
• Knowledge of the adviser review process and client documentation.

Responsibilities

• Support financial advisers in delivering financial or product advice to clients.
• Prepare advisers for client reviews and ensure plan data is up to date.
• Request, chase, upload and validate plan information from providers.
• Update contributions, withdrawals, fund balances, and policy details.
• Produce client valuation reports and client correspondence.
• Interrogate data and liaise with advisers to ensure accurate valuations.
• Handle telephone and email enquiries from clients and providers.
• Maintain accurate client files and ensure FCA and company procedures are followed.

Skills

IFA Administration

Regulatory Compliance

Client Communication

Attention to Detail

Knowledge of Advice Process

Education

Maths GCSE Grade 5+

English GCSE Grade 5+

Tools

OneNote

FE Analytics

Job description

• Support financial advisers or consultants in providing financial or product advice to clients
• Prepare advisers for client reviews
• Ensure client and plan information is up to date in IO
• Request, chase, upload and validate plan information from providers
• Update contributions, withdrawals, transfers, policy information and fund balances
• Check income expectations and costs and charges information
• Create and check client valuation reports
• Produce OneNote packs, including Client Charters, FE Analytics research, KIDs, data capture forms and valuation reports
• Produce comparisons between old and new centralised investment propositions
• Prepare cases for submission to the AST team
• Interrogate data and liaise with advisers to ensure accurate valuations and revenue
• Interact with advisers and client support to deliver excellent customer service
• Produce client letters and answer incoming phone calls
• Handle telephone and email enquiries from clients and providers
• Create and maintain effective client files
• Process new business and submit applications
• Liaise with and chase product providers
• Keep up to date with new products, technical and legislative changes
• Comply with compliance policies
• Engage in training and development
• Perform ad hoc tasks as required, considering TCF and business needs

Requirements

• A minimum 12 month’s IFA administration experience, supporting an advisor
• Previous regulatory or financial industry experience is desirable
• Good written and oral communication skills
• Methodical and organised
• Computer literate
• Accurate with good attention to detail
• Problem solving
• Knowledge of the advice process
• True collaborator, takes initiative, curious
• A desire to learn and develop and step out of comfort zone
• Good standard of education
• Maths and English GCSE, grade 5 or above, or equivalent
• Compliance with FCA rules and company procedures
• Commitment to Titan values and expected behaviours

Core Competencies

Demonstrates expertise in financial administration, client support, and compliance with FCA rules, while maintaining accurate client records and delivering exceptional customer service. Proficient in preparing financial documentation and liaising with advisers and product providers to ensure effective communication and problem-solving.

Highest-signal resume keywords

• IFA Administration Experience
• Regulatory Compliance
• Client Communication
• Attention to Detail
• Knowledge of Advice Process

Hard Skills

• Financial Administration
• Data Interrogation
• Client Valuation Reports
• Plan Information Management
• New Business Processing

Soft Skills

• Organizational Skills
• Problem Solving
• Collaboration
• Initiative
• Desire to Learn

Certifications & Qualifications

• Maths GCSE Grade 5 or Above
• English GCSE Grade 5 or Above

Industry Keywords

• FCA Compliance
• Client Support
• Financial Advisers
• Investment Propositions
• Client Charters

Tools & Technologies

• OneNote
• FE Analytics