IFA Client Administrator

Premier Jobs UK Ltd; Cardiff; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Competitive salary (£28k-£32k)

Pension

Healthcare benefits

Hybrid working

37.5 hour week

Career progression

Job summary

Premier Jobs UK Ltd in Cardiff is seeking an IFA Client Administrator to support Advisors, manage diaries, prepare meeting packs and handle client communications to keep the financial planning process smooth and compliant.

You will liaise with internal teams and external providers to progress cases, process new business, and produce illustrations and valuations. The role offers development and clear progression with hybrid working after competency is demonstrated.

Qualifications

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

Client communication

Diary management

Attention to detail

Financial services knowledge

Phone & email interaction

Tools

Financial planning software

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.

Your responsibilities as an IFA Client Administrator will include:

• 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

This IFA Client Administrator role offers genuine exposure across the full advice process, rather than narrow, repetitive tasks. The business recognises the vital contribution administrators make and invests in your development accordingly.

IFA Client Administrator 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

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.

IFA Client Administrator 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.