Senior IFA Administrator / Client Service Associate

Cranleigh Personnel; City Of London; On-site; GBP 37,000 - 42,000; Full time

Benefits offered by this job

Discretionary bonus up to 12%

Hybrid working 2 days from home

32 days annual leave including bankhol

Private medical insurance

Company pension scheme

Rail Season Ticket Loan

Regular team events

Job summary

Cranleigh Personnel in London seeks a Senior Client Services Associate to take ownership of client servicing and administration within a growing financial planning business. The role works alongside Advisers and Paraplanners to ensure a high level of client service.

You will prepare portfolio reports, review cash accounts, draft servicing letters, and help develop colleagues while supporting the team with workflow management and process improvements.

Qualifications

• Experience in Client Services, IFA Administration or Financial Planning environments.
• Strong understanding of the financial planning client journey.
• Excellent attention to detail and ability to work accurately.

Responsibilities

• Prepare portfolio reports and pre-meeting documentation.
• Review and correct client cash accounts.
• Draft servicing letters and other client correspondence.
• Support Advisers and Paraplanners with client service needs.
• Maintain systems and client records up to date.
• Manage tasks through to completion and meet deadlines.
• Identify and resolve issues where appropriate.
• Collaborate with Advisers, Paraplanners and wider team.

Skills

Client Services experience

IFA Administration

Financial planning knowledge

Organisational skills

Written communication

Time management

Problem-solving

Team collaboration

Leadership potential

Workflow management

Job description

Senior Client Services Associate

Location: London, City

Salary: £37,000 - £42,000 depending on experience

Hybrid: 2 days working from home after probation

Bonus: Up to 12%

The Opportunity

Are you an experienced Client Services professional looking for a role where you can take greater ownership of your work and have more influence within a team?

Pperhaps you're already operating at a senior level, or you're ready for the next step where you can take responsibility for workflow, support newer team members and become a key point of contact for the wider team?

This could be an excellent opportunity to join a Chartered and award-winning financial planning business where development is genuinely encouraged.

The Company

With just over 100 employees, this is an established and growing financial planning business with an excellent reputation for developing and retaining its people.

The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events.

We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention.

The Team & Role

The 9-person Client Service Team plays an important role in supporting Advisers and Paraplanners and, ultimately, ensuring clients receive a high level of service.

You'll be responsible for a varied range of client servicing and administrative activities, including:

• Preparing portfolio reports and pre-meeting documentation
• Reviewing and correcting client cash accounts
• Drafting servicing letters and other client correspondence
• Supporting Advisers and Paraplanners with a range of client service requirements
• Maintaining and keeping relevant systems and client records up to date
• Managing tasks through to completion and ensuring deadlines are met
• Identifying and resolving issues where appropriate
• Working collaboratively with Advisers, Paraplanners and the wider business

As a Senior Client Services Associate, you'll also have the opportunity to take on additional responsibility, which could include:

• Supporting the management and allocation of team workflow
• Acting as a supportive point of contact for new recruits
• Helping colleagues develop their knowledge and confidence
• Providing guidance and support to the wider Client Service Team
• Identifying opportunities to improve processes and ways of working

It's a role that would suit someone who enjoys being hands-on with their own work but also gets satisfaction from helping others and keeping a team running effectively.

Progression & Development

Development is a real focus within the business, and this role offers the opportunity to grow your responsibilities alongside your technical and professional development.

You'll be encouraged to build on your existing knowledge, take ownership of areas of responsibility and develop the skills needed to progress within the wider business.

What's on Offer

• £37,000 - £42,000, depending on experience
• Discretionary bonus of up to 12%
• Hybrid working, with 2 days from home after probation
• 32 days annual leave including bank holidays
• Option to buy and sell holiday
• Private medical insurance
• Income protection
• Death in Service
• Company pension scheme
• Rail Season Ticket Loan
• Regular team and company-wide social events
• Excellent staff retention and a genuinely supportive working environment
• Structured career development and opportunities to take on greater responsibility

What They're Looking For

• Previous experience within a Client Services, IFA Administration or Financial Planning environment
• Good understanding of the financial planning client journey
• Strong attention to detail and ability to work accurately
• Confident written communication skills
• Excellent organisation and time management
• Able to manage competing priorities and work to deadlines
• Strong problem-solving skills and a proactive approach
• Someone who enjoys working collaboratively and supporting others
• Comfortable taking greater ownership and responsibility
• Ideally someone interested in developing their leadership, workflow management and team support skills