IFA Client Administrator

Premier Jobs UK; Cardiff; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Pension

Healthcare

Career progression

Job summary

Premier Jobs UK is seeking an IFA Client Administrator to join a thriving national financial planning firm in Cardiff. You will support advisers, prepare meeting packs and manage client communications, contributing to a compliant and smooth client journey.

The role focuses on delivering exceptional service across the financial planning journey, working with advisers and admin teams, with hybrid working options and development opportunities.

Qualifications

• Essential: Proven experience as an Administrator within a financial planning or IFA firm
• Essential: Strong understanding of financial planning processes and adviser workflows
• Essential: Confidence dealing directly with clients via phone, email and online portals
• Desirable: Exposure to financial planning software platforms

Responsibilities

• Supporting Advisors with diary management and meeting coordination
• Preparing comprehensive meeting packs ahead of client appointments
• Proactively contacting clients to obtain outstanding information
• Liaising with internal teams and external providers to progress cases
• Processing new business applications and maintaining accurate records
• Producing key illustrations, projections and valuations

Skills

Experience as Administrator

Client-facing communication

Meeting packs preparation

New business processing

Diary management

Liaising with internal/external teams

Job description

IFA Client Administrator

This IFA Client Administrator job offers you the opportunity to join a thriving national financial planning firm where your contribution genuinely matters. If you're an experienced administrator looking for a role with real variety and clear progression, this IFA Client Administrator position could be your next career move.

As an IFA Client Administrator, you'll be integral to delivering exceptional client experiences throughout the financial planning journey. Working alongside Financial Advisors and an established administration team, you'll ensure advice processes run smoothly, efficiently and compliantly.

Responsibilities

• Supporting Advisors with diary management and meeting coordination
• Preparing comprehensive meeting packs ahead of client appointments
• Proactively contacting clients to obtain outstanding information
• Liaising with internal teams and external providers to progress cases
• Processing new business applications and maintaining accurate records
• Producing key illustrations, projections and valuations

Requirements

• Essential: Proven experience as an Administrator within a financial planning or IFA firm
• Essential: Strong understanding of financial planning processes and adviser workflows
• Essential: Confidence dealing directly with clients via phone, email and online portals
• Essential: Experience preparing meeting packs and processing new business
• Desirable: Exposure to financial planning software platforms

About the Company

Our client is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology. They offer a collaborative, supportive environment focused on long-term success and continuous improvement.

Benefits

• Competitive salary of £28,000 to £32,000 depending on experience
• Comprehensive benefits package including pension, protection and healthcare benefits
• Hybrid working arrangements once signed off as competent
• 37.5 hour working week
• Clear career progression pathways and tailored development plans

Location

This IFA Client Administrator position is available in Cardiff. Candidates must be able to commute to the office location.