IFA Administration & Client Support Specialist

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

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.