IFA Client Administrator

Anthony Alexandra; Chatham; On-site; GBP 27,000 - 36,000; Full time

Job summary

Anthony Alexandra is seeking an experienced IFA Administrator to join a growing financial planning team in the United Kingdom. You will provide essential administrative and technical support to financial advisers, ensuring clients receive a seamless and professional experience throughout their financial planning journey.

Your role covers new client accounts, applications, annual reviews, data management and regulatory compliance, with opportunities to develop your own skills and support

Qualifications

• Minimum of two years’ experience within an independent financial advice, financial planning or wealth management business.
• Good working knowledge of financial planning products, administrative procedures and regulatory requirements.
• Confidence using Microsoft Office and financial planning administration systems.
• RO1 and/or CF1 qualification, or willingness to work towards the relevant qualification with support.
• Strong organisational skills and attention to detail with numerical and written information.
• Professional, enthusiastic and self-motivated attitude with ability to manage competing priorities.
• Collaborative approach and willingness to share knowledge with colleagues.

Responsibilities

• Client relationships: Build strong relationships with clients and advisers, acting as a reliable point of contact and providing prompt, professional support.
• New business administration: Oversee new business submissions from start to finish, ensuring applications are processed efficiently and accurately.
• Review coordination: Arrange annual client reviews, prepare documentation, manage adviser diaries and coordinate meetings.
• Data management and compliance: Maintain accurate client information, investment records and product applications per procedures and regulatory requirements.
• Financial planning support: Gather and organise information relating to pensions, ISAs, GIAs and protection policies.
• Reports and calculations: Assist with suitability reports, client review documentation and tax/technical calculations.
• Investment processing: Process client paperwork, investment instructions and fund switches.
• Regulatory standards: Keep client files up to date to meet KYC, AML, GDPR and FCA requirements.
• Team development: Guide junior administrators, participate in peer reviews and uphold team standards.

Skills

Client relationships

Regulatory compliance

Microsoft Office

Attention to detail

Education

RO1/CF1 qualification

Tools

MS Office

Job description

Are you an experienced IFA Administrator ready to progress into a more senior role?

We’re seeking a proactive and knowledgeable IFA Administrator to join an expanding financial planning team. This is an excellent opportunity to become a valued member of a client-focused business committed to delivering high-quality financial advice and exceptional service.

THE OPPORTUNITY

In this role, you’ll provide essential administrative and technical support to financial advisers, helping ensure clients receive a seamless and professional experience throughout their financial planning journey.

Your responsibilities will cover everything from setting up new client accounts and managing applications to preparing for annual reviews and maintaining accurate records. You’ll play a key part in the smooth running of the business, with opportunities to share your experience, support colleagues and continue developing your own professional skills.

If you enjoy a varied role where attention to detail, teamwork and excellent client service are equally important, this could be the ideal next move for you.

KEY RESPONSIBILITIES

• Client Relationships: Build strong working relationships with clients and advisers, acting as a reliable point of contact and providing prompt, professional support.
• New Business Administration: Oversee new business submissions from start to finish, ensuring applications are processed efficiently and accurately.
• Review Coordination: Arrange annual client reviews, prepare relevant documentation, manage adviser diaries and coordinate meeting schedules.
• Data Management and Compliance: Maintain accurate client information, investment records and product applications in accordance with internal procedures and regulatory requirements.
• Financial Planning Support: Gather and organise information relating to pensions, ISAs, general investment accounts (GIAs) and protection policies.
• Reports and Calculations: Work closely with advisers and paraplanners to assist with suitability reports, client review documentation and relevant tax and technical calculations.
• Investment Processing: Process client paperwork, investment instructions and fund switches, ensuring all transactions are handled correctly and promptly.
• Regulatory Standards: Keep client files up to date and ensure records meet KYC, AML, GDPR and FCA requirements.
• Team Development: Provide guidance to junior administrators, contribute to peer reviews and help maintain high standards across the administration team.

ABOUT YOU

• A minimum of two years’ experience within an independent financial advice, financial planning or wealth management business.
• A good working knowledge of financial planning products, administrative procedures and regulatory requirements.
• Confidence using Microsoft Office and financial planning administration systems.
• The RO1 and/or CF1 qualification, or a willingness to work towards the relevant qualification with our support.
• Strong organisational skills, excellent attention to detail and confidence working with numerical and written information.
• A professional, enthusiastic and self-motivated attitude, with the ability to manage competing priorities effectively.
• A collaborative approach and the confidence to share knowledge and support less experienced colleagues.

WHY JOIN OUR TEAM?

You’ll become part of a supportive and professional team where your contribution is recognised and valued. We understand that effective administration is fundamental to delivering excellent financial advice, and we’re committed to creating an environment where our people can thrive.

This position offers the opportunity to take greater ownership of your work, build on your existing expertise and make a meaningful contribution to both the team and the clients we serve.