IFA Support & Client Services Administrator (Hybrid)

Reed; West Midlands; Hybrid; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Hybrid working after settling-in

Professional development opportunities

Qualifications support where relevant

Clear progression opportunities

Long-term career potential

Job summary

Reed seeks an IFA Support Administrator to join a Solihull-based financial planning firm. Hybrid working available after a settling-in period, with a focus on delivering high-quality client service and supporting advisers throughout the financial planning process.

You will provide comprehensive admin support, handle new business processing, client administration, and ensure accurate records while liaising with clients, providers and advisers.

Qualifications

• Experience within an IFA, Financial Planning or Wealth Management firm.
• Excellent organisational skills and attention to detail.
• Strong communication skills and a professional telephone manner.
• Ability to manage multiple priorities effectively.
• Proactive attitude with ownership of tasks.
• Client-focused approach delivering excellent service.

Responsibilities

• Provide comprehensive administrative support to Financial Advisers.
• Prepare documentation before and after client meetings.
• Process adviser instructions and client actions.
• Liaise with clients, providers and professional contacts.
• Handle client enquiries efficiently and professionally.
• Keep advisers updated on case progress and outstanding requirements.
• Prepare and submit new business applications.
• Process pensions, investments, ISAs, transfers and top-up applications.
• Check documentation for accuracy and completeness.
• Monitor cases through to completion.
• Chase providers and platforms for outstanding information.
• Update clients and advisers throughout the process.
• Support annual review processes.
• Obtain valuations and provider information.
• Process fund switches, portfolio amendments and client changes.
• Prepare Letters of Authority.
• Maintain accurate client files and records.
• Follow up outstanding actions to ensure timely completion.
• Maintain accurate client data and records.
• Manage workflows, tasks and diary activities.
• Record client correspondence and interactions.
• Ensure all case notes and supporting documentation are up to date.
• Maintain high standards of compliance and data integrity.

Skills

Client service

Organisational skills

Communication skills

Multitasking

Proactive attitude

Client-focused

Tools

Intelliflo Office (IO)

Job description

Reed seeks an IFA Support Administrator to join a Solihull-based financial planning firm. Hybrid working available after a settling-in period, with a focus on delivering high-quality client service and supporting advisers throughout the financial planning process.

You will provide comprehensive admin support, handle new business processing, client administration, and ensure accurate records while liaising with clients, providers and advisers.