IFA Administrator Client Relationship Support

Artemis Recruitment Consultants Ltd; Upper Beeding; Hybrid; GBP 27,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Pension

Private Medical Insurance

Life Assurance

Annual leave

Flexible working

Professional development

Job summary

Artemis Recruitment Consultants Ltd is seeking an experienced IFA Administrator / Client Relationship Support to join a growing Wealth Management team in Horsham, Sussex. You will support Financial Planners, ensuring accurate administration and a high standard of client service throughout the journey.

Key responsibilities include maintaining client records, preparing packs, liaising with providers, and meeting regulatory requirements while achieving KPIs in a hybrid, full-time role with a

Qualifications

• Cert CII (FS) including R01 and LP2, or working towards
• Working towards the CII Diploma in Regulated Financial Planning (DipPFS)
• Experience in IFA Administration or Wealth Management is advantageous

Responsibilities

• Maintain accurate client records and communications
• Prepare and process new and existing client work
• Prepare client packs and meeting documentation
• Liaise with product and investment providers
• Keep clients and Financial Planners updated
• Review completed client files
• Work to agreed KPIs and deadlines
• Support process and service improvements
• Ensure work complies with regulatory requirements

Skills

Organisation

Attention to detail

Communication

Client service

MS Office (Excel/Word)

Education

Cert CII (FS) incl R01 & LP2

DipPFS (in progress)

Tools

Microsoft Excel

Microsoft Word

Job description

IFA Administrator, Client Relationship Support

Location: Horsham, Sussex

Salary: £27,000 - £35,000

Contract: Permanent

Hours: Full-time

Working Pattern: Hybrid

The Role

An excellent opportunity has arisen for an experienced IFA Administrator / Client Relationship Support professional to join a growing Wealth Management team.

You will provide administration and client support to Financial Planners, ensuring client work is processed accurately and a high level of service is maintained throughout the client journey.

Key Responsibilities

• Maintain accurate client records and communications
• Prepare and process new and existing client work
• Prepare client packs and meeting documentation
• Liaise with product and investment providers
• Keep clients and Financial Planners updated
• Review completed client files
• Work to agreed KPIs and deadlines
• Support process and service improvements
• Ensure work is completed in line with regulatory requirements

About You

• Previous experience within IFA Administration, Financial Services, Wealth Management or Financial Planning
• Knowledge of financial products and financial planning
• Excellent organisation and attention to detail
• Strong communication and client service skills
• Good Microsoft Office skills, particularly Excel and Word
• Ability to manage multiple priorities and meet deadlines
• Proactive, professional and team-focused approach

Qualifications

• Cert CII (FS) including R01 and LP2, or working towards
• Working towards the CII Diploma in Regulated Financial Planning (DipPFS)

Benefits

• Competitive salary
• Hybrid working
• Competitive pension
• Private Medical Insurance
• Life assurance and Death in Service
• Annual leave plus bank holidays
• Flexible working
• Professional development and qualification support