IFA Administration Specialist: Client Services & Support

CKB Recruitment Ltd; Cirencester; On-site; GBP 27,000 - 31,000; Full time

Benefits offered by this job

Birthday day off

Private medical insurance

Group income protection

Critical illness and life insurance

Electric car scheme

Casual dress code

Comprehensive training and development

Job summary

CKB Recruitment Ltd partners with a well-established independent financial advice firm in Cirencester to recruit a Client Services Associate for IFA administration. You’ll support advisers, process applications, and ensure client records are accurate.

This permanent, full-time role offers £27,000–£31,000, excellent benefits, and a supportive team. Experience in IFA administration or wealth management is essential; training and progression opportunities are available.

Qualifications

• Previous IFA administration or wealth management experience.
• Experience supporting financial advisers and processing financial-services business.
• Working understanding of financial products and regulated advice.
• Excellent organisation and time-management skills.
• Proficiency with Intelligent Office is advantageous.

Responsibilities

• Process new business applications and related client documentation.
• Chase providers and monitor applications to completion.
• Respond professionally to inquiries from clients, advisers and providers.
• Prepare quotations, applications and key information for meetings.
• Complete electronic identity verification and maintain client data.
• Support advisers with client cash management and placing trades.
• Maintain client and policy records in Intelligent Office.
• Upload and organise documentation per procedures.
• Handle incoming calls, correspondence and documents.
• Own assigned tasks and meet deadlines.
• Support the wider team to ensure high-quality client service.
• Handle confidential client information securely per regulatory requirements.

Skills

Client services

Organisation

Communication

Attention to detail

Education

Five GCSEs incl Maths & English

Tools

Intelligent Office

Job description

CKB Recruitment Ltd partners with a well-established independent financial advice firm in Cirencester to recruit a Client Services Associate for IFA administration. You’ll support advisers, process applications, and ensure client records are accurate.

This permanent, full-time role offers £27,000–£31,000, excellent benefits, and a supportive team. Experience in IFA administration or wealth management is essential; training and progression opportunities are available.