IFA Admin & Client Services Specialist

CKB Recruitment; Broadway; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

Paid day off for your birthday

Private medical insurance

Group income protection

Critical illness and life insurance

Electric car scheme

Casual dress code

Comprehensive training and ongoing PD

Job summary

Broadway, Worcestershire based financial planning firm seeks an experienced IFA Administrator to join its Client Services team. You will support advisers, process applications, and ensure client records are up to date and compliant.

Key duties include processing new business, liaising with providers, handling enquiries, and maintaining data in Intelligent Office. The role requires prior IFA/wealth management experience and strong organisational skills.

Qualifications

• Previous experience in an IFA administration, financial planning support or wealth management administration role.
• Experience supporting financial advisers and processing financial-services business.
• Understanding of financial products and regulated advice environment.
• Excellent organisation and time-management skills.
• Ability to manage several cases and competing priorities.
• Strong written and verbal communication skills.
• Professional and client-focused approach.
• Five GCSEs at grade C/4 or above, including Maths and English.

Responsibilities

• Processing new business applications and associated client documentation.
• Chasing providers and monitoring applications through to completion.
• Responding professionally to enquiries from clients, advisers and product providers.
• Preparing quotations, applications and key information for client meetings.
• Completing electronic identity verification and maintaining accurate client data.
• Supporting advisers with client cash management and placing trades through provider platforms.
• Maintaining client and policy records using Intelligent Office.
• Uploading, checking and organising documentation in line with company procedures.
• Managing incoming calls, correspondence and documentation.
• Taking ownership of assigned tasks and ensuring deadlines are met.
• Supporting the wider team in delivering an efficient and consistently high standard of client service.
• Handling confidential client information securely and in accordance with regulatory requirements.

Skills

IFA administration

financial services support

regulatory environment

organisation

communication skills

attention to detail

GCSEs Maths English

Education

GCSEs Maths and English

Tools

Intelligent Office

Job description

Broadway, Worcestershire based financial planning firm seeks an experienced IFA Administrator to join its Client Services team. You will support advisers, process applications, and ensure client records are up to date and compliant.

Key duties include processing new business, liaising with providers, handling enquiries, and maintaining data in Intelligent Office. The role requires prior IFA/wealth management experience and strong organisational skills.