IFA Administrator

Placrrecruitment Co; Haywards Heath; On-site; GBP 25,000 - 35,000; Full time

Job summary

A well-established financial services firm in Haywards Heath is seeking a Client Services Administrator to provide essential support to advisers and paraplanners. The ideal candidate will have experience in financial services administration and will excel in communication, organization, and accuracy. Responsibilities include managing client documentation, supporting the operations team, and enhancing client service quality. This role is perfect for an organized individual who enjoys working within a professional environment.

Qualifications

• Proven experience in financial services administration.
• Excellent attention to detail and organisational ability.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and work to deadlines.
• Comfortable working both independently and as part of a close-knit team.

Responsibilities

• Provide administrative support to advisers and paraplanners.
• Maintain and update data within the firm's back-office systems.
• Prepare meeting packs, letters, valuations, and review reports.
• Liaise with clients and providers professionally.
• Manage the adviser diary system and ensure meetings are well-prepared.
• Submit new business through online portals.
• Assist with compliance checks.
• Keep internal processes and client documentation organised.
• Greet clients in person and ensure meeting readiness.
• Support the continuous improvement of internal procedures.

Skills

Attention to detail

Organisational ability

Communication skills

Ability to manage multiple tasks

Job description

The Role

A well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients.

This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail‑oriented environment. You'll be a key part of the operations team, ensuring all administrative processes run smoothly and clients receive exceptional service at every stage.

Reporting to the Operations and Client Services Manager, you'll help maintain efficient back‑office systems, handle client documentation, and support the wider team in delivering first‑class financial planning services.

Key Responsibilities

• Provide administrative support to advisers and paraplanners across a range of financial planning activities.
• Maintain and update data within the firm's back‑office systems.
• Prepare meeting packs, letters, valuations, and review reports.
• Liaise with clients and providers professionally by phone and email.
• Manage the adviser diary system and ensure meetings are well‑prepared in advance.
• Submit new business through online portals and track progress to completion.
• Assist with compliance checks and ensure files meet FCA requirements.
• Keep internal processes and client documentation organised and accurate.
• Greet clients in person and ensure meeting rooms and documentation are ready.
• Support the continuous improvement of internal procedures and best practice.

About You

You'll be an experienced administrator with a background in financial services — ideally within an IFA, wealth management, or financial planning environment. You'll take pride in accuracy, communication, and providing a high‑quality service to clients and colleagues alike.

Essential skills and experience

• Proven experience in financial services administration.
• Excellent attention to detail and organisational ability.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and work to deadlines.
• Comfortable working both independently and as part of a close‑knit team.