IFA Administrator: Client Reviews & Admin (Office-Based)

Artemis Recruitment Consultants Ltd; Newbury; On-site; GBP 30,000 - 32,000; Full time

Job summary

Artemis Recruitment Consultants Ltd in Newbury is seeking an IFA Administrator to join a small financial services team. This office-based, full-time role supports Financial Advisers with client reviews, documentation, and records management.

You'll coordinate annual reviews, book meetings, liaise with clients by phone and email, keep CRM records up to date, and prepare meeting packs using Microsoft Office. The ideal candidate has IFA administration or wealth management experience and strong

Qualifications

• Previous IFA Administration, Financial Services or Wealth Management experience.
• Strong attention to detail and accuracy.
• Excellent organisational and time management skills.

Responsibilities

• Coordinate the annual client review process and prepare documentation.
• Book client meetings and contact clients regarding reviews.
• Maintain accurate client records in the CRM.
• Prepare meeting packs and reporting using Microsoft Office.
• Provide general office administration and support to the team.

Skills

IFA Administration

Client communication

Organisational skills

Attention to detail

Tools

CRM systems

Microsoft Office

Job description

Artemis Recruitment Consultants Ltd in Newbury is seeking an IFA Administrator to join a small financial services team. This office-based, full-time role supports Financial Advisers with client reviews, documentation, and records management.

You'll coordinate annual reviews, book meetings, liaise with clients by phone and email, keep CRM records up to date, and prepare meeting packs using Microsoft Office. The ideal candidate has IFA administration or wealth management experience and strong