IFA Client Care Administrator

NJR Recruitment; Lancashire; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

25 days holiday

Birthday day off

Pension contribution 5%

Health cash plan

On-site gym

Free on-site parking

Job summary

NJR Recruitment is recruiting for an IFA Client Care Administrator in South Manchester. This hybrid role focuses on delivering an outstanding client experience while coordinating diary management and client servicing with Financial Advisers and Paraplanners.

You will handle LOAs/ToS, maintain records, and support day-to-day client servicing. Hybrid working after probation, with strong career growth potential in a growing financial planning firm.

Qualifications

• Experience in an IFA or financial planning administration/client servicing role.
• Strong organisational skills and ability to manage multiple priorities.
• Excellent communication and client-focused approach.
• Proficient with Microsoft Office; familiarity with back-office systems is advantageous.

Responsibilities

• Manage adviser diaries and book annual reviews, meetings and appointments.
• Coordinate meeting schedules and keep adviser calendars organised.
• Handle LOAs and ToS, track requests and liaise with providers.
• Chase outstanding information and maintain accurate records in internal systems.
• Process provider documentation (fund switches, fee amendments, Bed & ISA transactions).
• Support advisers with day-to-day client servicing and respond to enquiries.

Skills

Client servicing

Diary management

Microsoft Office

Back-office systems

Tools

Back-office systems

Job description

IFA Client Care Administrator

South Manchester (Hybrid)

Salary: £27,000 - £32,000

NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience.

Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently.

The Role

This varied position will see you taking ownership of key client servicing and administration activities, including:

• Managing adviser diaries and booking annual reviews, introductory meetings and client appointments
• Coordinating meeting schedules and ensuring adviser calendars are organised efficiently
• Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers
• Chasing outstanding information and maintaining accurate records across internal systems
• Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions
• Supporting advisers with day-to-day client servicing requirements
• Answering client enquiries and providing a professional first point of contact
• Logging and distributing incoming and outgoing post
• Maintaining accurate client records and ensuring compliance with internal procedures
• Supporting the wider Client Care and Client Servicing teams where required

About You

To be successful, you will have:

• Previous experience within an IFA or financial planning administration/client servicing role
• Excellent organisational skills with the ability to manage multiple priorities
• Strong communication skills and a professional, client-focused approach
• High levels of accuracy and attention to detail
• Good working knowledge of Microsoft Office, including Excel and Word
• Experience using back-office systems within financial services would be advantageous
• A proactive attitude and the ability to work effectively within a collaborative team

What's on Offer?

• Salary up to £32,000
• Hybrid working following successful completion of probation
• 25 days holiday plus bank holidays
• Birthday day off
• 5% employer pension contribution
• Health cash plan
• On-site gym
• Free on-site parking
• Supportive and friendly working environment
• Genuine opportunities for career development within a growing business

If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you.