Financial Planning Assistant: Client Services & Admin

RGH-Global | People Services; Sheffield; On-site; GBP 22,000 - 26,000; Full time

Job summary

RGH-Global | People Services is seeking an experienced IFA Administrator to join a well-established financial planning business in the United Kingdom. You will support financial advisers and paraplanners, ensuring smooth processes and high-quality client service across the advisory workflow.

Key duties include preparing client files, processing new business and transfers, updating client records, and liaising with clients and providers.

Qualifications

• Experience providing administrative support to financial advisers and paraplanners.
• Strong client service mindset and professional communication.
• Familiarity with CRM systems and documentation processes.

Responsibilities

• Providing administrative support to financial advisers and paraplanners.
• Preparing client files, documentation and correspondence.
• Processing new business, transfers and client instructions.
• Maintaining accurate client records and updating the CRM system.
• Liaising with clients, providers and other third parties.
• Supporting the preparation of client review packs and meeting documentation.
• Ensuring all administration is completed accurately and in line with compliance procedures.
• Managing client enquiries and providing a high standard of customer service.

Skills

Administrative support

Client service

CRM system

Job description

RGH-Global | People Services is seeking an experienced IFA Administrator to join a well-established financial planning business in the United Kingdom. You will support financial advisers and paraplanners, ensuring smooth processes and high-quality client service across the advisory workflow.

Key duties include preparing client files, processing new business and transfers, updating client records, and liaising with clients and providers.