IFA Client Services Administrator (Hybrid)

Cameron James; England; Hybrid; GBP 32,000 - 40,000; Full time

Benefits offered by this job

Bonus structure

Pension (Auto Enrolment)

Death in service

Income protection

Hybrid work: 2 days from home

Job summary

Cameron James is seeking an experienced Client Servicing Administrator on behalf of a financial services client. The role supports three advisers to ensure FCA regulatory obligations are met and client commitments are serviced efficiently, with options for office-based or hybrid working.

The role involves updating MI data, attending client meetings for information gathering, maintaining files, and liaising with the Administration Team and Paraplanners to support the ongoing advisory process.

Qualifications

• Essential: High School education.
• Desirable: University degree.
• Good communication and organisational skills.

Responsibilities

• Work closely with 3 financial advisers to meet FCA regulatory obligations.
• Ensure post-meeting tasks are completed and MI data is updated.
• Attend client meetings to gather information for advice and recommendations.
• Maintain up-to-date client files, including outstanding information.
• Pass on gathered data to Administration Team and Paraplanners.
• Oversee the ongoing review process and ensure professionalism in all dealings.
• Update back-office IO (or similar system) with notes and tasks.
• Assist with ad-hoc tasks as they arise.

Skills

Communication skills

Attention to detail

Analytical ability

Flexibility

Self-starter

Maturity

Education

High School Education

University Degree

Tools

Microsoft Office

Job description

Cameron James is seeking an experienced Client Servicing Administrator on behalf of a financial services client. The role supports three advisers to ensure FCA regulatory obligations are met and client commitments are serviced efficiently, with options for office-based or hybrid working.

The role involves updating MI data, attending client meetings for information gathering, maintaining files, and liaising with the Administration Team and Paraplanners to support the ongoing advisory process.