IFA Administrator

South Gloucestershire - UK

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

IFA Administrator

Financial Planning Client Administration Permanent Full-Time
Gloucestershire easy access from the M5 lovely converted farm building with plenty of parking.

Are you an experienced and highly organised IFA Client Services Executive

Do you enjoy being busy and making a real difference to clients

This is a fantastic opportunity to join Clear Future Financial Planners a well-established fully independent financial planning firm. We work mainly with local families and we genuinely care about our clients our people and the wider community. We have been a B Corp certified company for over 18 months and we recently achieved top 100 status in Citywire New Model Adviser. This is in addition to our strong ESG values and a close-knit team culture and this is a role where your contribution is recognised and your development actively supported.

The role

As Client Services Executive/Financial Planning Administrator you will provide a high-quality compliant administrative service to financial planners and clients ensuring that reviews new business and ongoing servicing are delivered accurately and efficiently.

This is a hands-on role suited to someone who enjoys variety responsibility and being a key part of a supportive team.

Whats in it for you

Supportive and inclusive working environment.
Professional exam fees and learning materials covered.
Ongoing training and development.
Opportunity to work for a B Corp-certified business.
A role where your contribution is visible and valued.

Key responsibilities

Business Processing

Process new business accurately and compliantly.
Check documentation for accuracy and completeness.
Obtain illustrations and application forms and produce valuations.
Liaise with product providers and chase progress.
Process fund switches and rebalances within agreed timescales.

Client Servicing

Act as a professional and friendly first point of contact for clients.
Maintain accurate client records across back-office systems and platforms.
Prepare client documentation pre- and post-meetings.
Diary and action follow-ups from client meetings.
Organise and coordinate client meetings.

Reviews

Manage the client review process end-to-end.
Prepare pre-review meeting packs.
Support Financial Planners during reviews.
Assist with implementation of agreed actions.

General Administration

Maintain back-office systems.
Open scan and distribute post.
General correspondence and office administration.
Coordinate commission income statements and invoices.

About you

Youll be someone who thrives in a busy organised environment and takes pride in delivering excellent client service. Were looking for someone who can step into this role and start contributing from day one as they have experience within the profession. However if you think you have all the qualities we are looking for and you would thrive in our environment and pick up new skills quickly please apply wed love to hear from you. As a small company we can be flexible and would expect the new team member to be so too.

You will ideally have:

Experience in IFA financial services administration or client services.
Good knowledge of financial products and solutions.
Confidence using back-office systems and platforms.
Strong organisational and multitasking skills.
Excellent communication skills.
A collaborative team-focused approach.

Clear Future Financial Planners are committed to creating an inclusive workplace and welcome applications from all backgrounds. Equality fairness and respect are central to our culture.

Apply now!

Were partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 30 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments let us know. Only shortlisted candidates will be contacted.

To improve your chances ensure you meet the criteria have the right to work in the UK and submit a clear tailored CV showcasing your relevant experience.

IFA Administrator Financial Planning Client Administration Permanent Full-Time Gloucestershire easy access from the M5 lovely converted farm building with plenty of parking. Are you an experienced and highly organised IFA Client Services Executive Do you enjoy being busy and making a real diffe...