client administrator

NJR Recruitment

<p><strong>Client Review Administrator - IFA Firm</strong></p> <p><strong>£24,000 - £28,000</strong></p> <p><strong>Leicester Area </strong></p> <p><strong>Hybrid working </strong></p> <p>Benefits</p> <p>25 days holiday, plus bank holidays.</p> <p>Generous non-contributory pension scheme, commencing after three months' continuous service.</p> <p>Free death in service, subject to qualifying criteria, commencing after three months' continuous service.</p> <p>Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking.</p> <p>Dress down Fridays.</p> <p>NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for an additional Administrator to join their Client Review Team. The successful Candidate will be responsible for providing long term administration support to the Financial Planners with an emphasis on client review.</p> <p>Our client specialise in providing bespoke Financial Advice to their well established and growing Client base, to be considered you will need to have Industry related experience in return you will be working within a professional but friendly working environment offer career development.</p> <p>Duties of the Client Review Team Administrator:</p> <p>" Make client appointments</p> <p>" Produce valuations</p> <p>" Prepare cash flow modelling (information gathering and understanding)</p> <p>" Prepare portfolio comparison analytics</p> <p>" Action fund switches</p> <p>" Carry out attitude to risk questionnaires</p> <p>" Prepare new and existing client appointment packs</p> <p>" Adviser diary management</p> <p>" Regular engagement with clients and providers via telephone, email and letter</p> <p>" Produce no action and fund switch suitability letters</p> <p>" Maintain clear and compliant records</p> <p>" General admin duties, scanning, photocopying, etc</p> <p>" Carry out other related duties when required</p> <p>" Attend departmental meetings and training</p> <p>Experience and Skills Required:</p> <p>" Has worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment. </p> <p>" An understanding of regulations/compliance would be advantageous.</p> <p>" A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Xplan).</p> <p>" Excellent customer facing interactions, good administration skills/phone manner and IT skills</p> <p>" Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process.</p> <p>" Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change</p> <p>If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15889</p>

Client Review Administrator

Ortus PSR

<p>IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time </p><p>Location: Cheltenham - Remote, 25 hours a week </p><p>Salary: £28,000 - £33,000 pro rata </p><p>Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish. </p><p>Whether you're an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported. </p><p>Responsibilities </p><ul><li>As an IFA Administrator, you'll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service. </li><li>Prepare and process new business applications across pensions, investments, protection, and platforms </li><li>Maintain accurate client records on CRM systems </li><li>Liaise with product providers for valuations, policy information, and ongoing servicing </li><li>Generate client reports, illustrations, and letters using provider tools and templates </li><li>Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements </li><li>Handle day-to-day client communications in a professional and proactive manner </li></ul><p>Requirements </p><ul><li>We're looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment. </li><li>Previous experience in an IFA, Wealth Management or Financial Planning firm </li><li>Solid understanding of financial products including pensions, ISAs, bonds, and protection </li><li>Familiarity with industry platforms and provider portals </li><li>Confident using back-office systems </li><li>Excellent communication and interpersonal skills </li><li>Strong administrative, organisational and time management abilities. </li></ul>

Client Services Administrator

Al Sultan Road Contracting & Infrastructure

<p><b>Job Summary</b></p><p>We are seeking a detail-oriented and experienced <b>CRM Administrator</b> to manage, optimize, and maintain our Customer Relationship Management (CRM) system within a real estate environment.</p><p>The successful candidate will support sales, marketing, and operations teams by ensuring accurate data management, efficient workflows, reliable reporting, and strong CRM user adoption.</p><p><b>Key Responsibilities</b></p><ul><li>Administer, configure, and maintain the CRM system (Salesforce, HubSpot, Zoho, Odoo, Microsoft Dynamics, or similar)</li><li>Manage CRM users, roles, permissions, and access controls</li><li>Import, clean, update, and maintain lead and client data to ensure data accuracy and integrity</li><li>Monitor and maintain CRM workflows related to lead management, follow-ups, and sales pipelines</li><li>Create and update CRM reports, dashboards, and performance metrics</li><li>Support sales and marketing teams with CRM automation and reporting needs</li><li>Coordinate with internal teams to improve CRM processes and system usage</li><li>Train users on CRM best practices and proper data entry</li><li>Assist with CRM integrations (ERP systems, marketing tools, property systems)</li><li>Ensure compliance with data privacy and security policies</li></ul><p><b>Requirements</b></p><ul><li>Bachelor&rsquo;s degree in Business Administration, IT, Computer Science, or related field</li><li>Minimum <b>2&ndash;3 years of experience</b> as a CRM Administrator or similar role</li><li>Hands-on experience with at least one CRM platform (Salesforce, HubSpot, Zoho, Odoo, Microsoft Dynamics)</li><li>Strong experience in data management, reporting, and CRM maintenance</li><li>Proficiency in Microsoft Excel and Google Sheets</li><li>Strong attention to detail and analytical skills</li><li>Good communication skills and ability to support non-technical users</li><li>Real estate industry experience is an advantage</li></ul><p>Job Type: Full-time</p><p>Application Question(s):</p><ul><li>Do you have experience managing CRM systems in the real estate, brokerage, or property development sector?</li><li>Which CRM platforms have you used extensively (hands-on administration, not just user level)?</li><li>How many years of experience do you have as a CRM Administrator or in a similar CRM-focused role?</li></ul><p>Language:</p><ul><li>Arabic (Required)</li></ul>

CRM Administrator

Capio Recruitment Financial Planning

<p><strong>Job Title:</strong> Client Support Administrator</p><p><strong>Location:</strong> Bristol</p><p><strong>Salary:</strong> £28,000 - £34,000 (DOE)</p><p>This is an opportunity to join a well-established and forward-thinking Independent Financial Services firm in Bristol. You'll be part of a supportive and collaborative team, providing vital administrative and reporting support to Financial Advisers and Paraplanners.</p><p>This role is ideal for someone confident, organised, and detail-oriented, with a solid background in financial services administration. You'll be working closely with advisers, clients, and providers, ensuring a smooth and professional service at every stage.</p><p><strong>The Role:</strong></p><ul><li>Assist with all aspects of client administration and financial reporting</li><li>Prepare documentation and reports for annual reviews and client meetings</li><li>Liaise with clients and providers regarding new and existing business across pensions, investments, and protection</li><li>Process new business applications and monitor progress through to completion</li><li>Update and maintain client records within Intelliflo (IO)</li><li>Manage personal workflow and diary effectively</li><li>Assist in preparing simple suitability reports and processing adviser fees</li><li>Support wider team tasks and ensure compliance standards are maintained</li></ul><p><strong>The Required Skills & Experience:</strong></p><ul><li>Minimum of 3 years' experience within a Financial Services Administration role</li><li>Broad product knowledge across pensions, investments, and protection</li><li>Excellent organisational and time management skills</li><li>High attention to detail and strong numeracy skills</li><li>Confident communicator and team player</li><li>Proficient in Microsoft Office (Word, Excel, Outlook)</li><li>Knowledge of Intelliflo advantageous</li><li>Familiarity with various platforms </li></ul><p></p><p><strong>What's on Offer:</strong></p><ul><li>Salary £28,000 - £34,000 depending on experience</li><li>Hybrid working</li><li>Supportive, collaborative team environment with strong leadership</li><li>Financial assistance towards professional qualifications (CII or equivalent)</li><li>Opportunity to develop within a respected and growing independent firm</li></ul><p></p><p>To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.</p><p><strong>"INDSBWEA"</strong></p>

IFA Administrator

Hamilton County, Ohio

<div><div><div><div><div><div><div><b>Administrator (4640-31)</b></div>
<div></div><div><b>Deadline to Apply: Open until filled</b></div>
<div></div><div><div><b>Division:</b> Administration</div>
<div><b>Hours:</b> Monday &ndash; Friday, 8:00 a.m. &ndash; 5:00 p.m.</div>
<div><b>Starting Salary:</b> $110,000.00; Additional compensation may be considered based on experience.</div>
<div><b>FLSA: </b>Exempt</div></div><br>
<div></div><div><b>Job Overview: </b>The Hamilton County Prosecutor&rsquo;s Office Administrator manages all budgetary and fiscal functions of the office.</div><br>
<div></div>
<div></div><div><b>Responsibilities and Duties:</b></div>
<div><ul><li>Prepare, monitor, and manage all office budgets (General Fund, Delinquent Real Estate, and Grants)</li>
<li>Prepare office fiscal reports</li>
<li>Approve payment of office invoices</li>
<li>Manage office outside bank accounts</li>
<li>Prepare billings related to various contracts</li>
<li>Prepare reimbursement requests for trial costs taxed to the Courts</li>
<li>Manage LexisNexis and Accurint User accounts</li>
<li>Review and pay office credit card invoice</li>
<li>Manage parking assignments</li>
<li>Set up FMLA accounts</li>
<li>Update and submit annual inventory</li>
<li>Special projects as necessary</li>
</ul>
</div> <div></div><div><b>Minimum</b> <b>Qualifications:</b></div>
<ul><li>Bachelor&rsquo;s Degree in Business Administration, or related field.</li>
<li>5 years of experience in budget and finance work.</li>
</ul> </div><div><div><b>Preferred</b> <b>Qualifications:</b>
</div>
 <div></div><div>Knowledge of:
</div><ul><li>Principles and practices of government fund accounting</li>
<li>Hamilton County Performance Accounting System</li>
<li>Paycor payroll system</li>
<li>Office 365</li>
</ul>
<div></div><div><b>Benefits</b></div>
<ul><li>Full-time role; paid bi-weekly; paid vacation, sick time, two annual personal days.</li>
<li>Comprehensive Benefits Package: Medical, HRA, Dental, Vision, Employer-Paid Life Insurance, Public Service Loan Forgiveness Eligibility, Wellness Incentives, Employee Assistance Plan.</li>
<li>Ohio Public Employee&rsquo;s Retirement System which includes a 10% employee contribution and a 14% employer contribution.</li></ul><br>
<div></div><div>The Prosecutor is an equal employment opportunity employer. The Prosecutor has a strict policy against any form of unlawful discrimination. The Prosecutor prohibits such harassment by or against all employees, vendors, clients and visitors. It is the policy of the Prosecutor to provide a working atmosphere free from discriminatory insult, intimidation and other forms of harassment.</div></div></div></div></div></div></div>

Administrator (4640-31)

TEMPLEGATE RECRUITMENT

<p><strong>Job Title:</strong> IFA Administrator</p> <p><strong>Why Join Us:</strong></p> <ul> <li>Work in a supportive and professional environment</li><li>Opportunity to grow your career as an IFA Administrator in financial services</li><li>Flexible working options with potential for remote work one day a week</li></ul> <p><strong>Salary & Benefits:</strong></p> <ul> <li>£28,000-£32,000 per year</li><li>Private medical insurance</li><li>Pension scheme</li><li>25 days holiday plus bank holidays</li></ul> <p><strong>Location:</strong> Sevenoaks (office-based, with potential for 1 day per week remote)</p> <p><strong>About Us:</strong></p> <p>We are a well-established financial planning firm based in Sevenoaks, dedicated to providing professional and supportive services to our clients. Our team values collaboration, accuracy, and excellent client care. We are currently seeking an experienced <strong>IFA Administrator</strong> to join our friendly team.</p> <p><strong>The Role:</strong></p> <p>We are looking for a proactive and detail-oriented <strong>IFA Administrator</strong> to support our advisers and ensure the smooth running of client services. As an IFA Administrator, you will process client paperwork, maintain accurate records, and assist with administrative tasks across pensions, investments, and general financial planning.</p> <p><strong>Key Responsibilities:</strong></p> <ul> <li>Prepare and process client documentation and forms</li><li>Maintain accurate client records and ensure compliance with regulatory requirements</li><li>Support advisers in day-to-day client management</li><li>Assist with new business, client reviews, and routine administration</li><li>Liaise with clients and external providers as needed</li></ul> <p><strong>Skills & Experience:</strong></p> <ul> <li>Previous experience as an IFA Administrator or in financial services administration is preferred</li><li>Strong attention to detail and organisational skills</li><li>Excellent communication skills, both written and verbal</li><li>Ability to work independently and as part of a team</li><li>Proficient in Microsoft Office; experience with financial systems is a plus</li></ul> <p><strong>How to Apply:</strong></p> <p>If this role as an <strong>IFA Administrator</strong> sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail.</p> <p><em>Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.</em></p>

Reed

<p>IFA Administrator / Financial Services Administrator</p> <ul> <li><strong>Job Type:</strong> Full-time; Hybrid</li><li><strong>Location:</strong> Worthing</li><li><strong>Salary:</strong> £25,000 - £32,000</li></ul> <p>Join a leading team in the Financial Services sector as an IFA Administrator. My client is seeking a proactive and organised individual who will serve as the first point of contact for their clients and providers, offering first-class administrative support to their department. This position is an excellent opportunity for someone interested in breaking into the financial sector.</p> <p><strong>Day-to-day of the role:</strong></p> <ul> <li>Actioning post/DocuSign, organising diaries, and booking client and internal meetings as needed.</li><li>Preparing and sending accurate client communications promptly.</li><li>Answering and making telephone calls to clients and providers, adhering to the team's communication recording policy.</li><li>Completing application forms accurately.</li><li>Managing and following up on information regarding Letters of Authority and updating the back-office system as necessary.</li><li>Handling new business submissions and monitoring new client applications until completion, ensuring the relevant Compliance Checklist is maintained throughout the process. Keeping advisers and clients informed according to the relevant Service Level Agreements (SLAs) and client expectation processes.</li><li>Assisting the team and clients with all administrative matters promptly, including managing items within the Sales Support Inbox as needed.</li><li>Supporting the team with additional projects as directed.</li><li>Training other team members as required.</li><li>Completing Continuing Professional Development (CPD) in line with the company's Training & Competence (T&C) Schedule (non-advisory).</li></ul> <p><strong>Required Skills & Qualifications:</strong></p> <ul> <li>Strong administrative skills with a proven ability to multitask and manage time effectively.</li><li>Excellent communication skills, both verbal and written.</li><li>Ability to work both independently and as part of a team.</li><li>High level of honesty, trustworthiness, and diplomatic skills.</li><li>Proactive and organised approach to work.</li><li>Experience in a similar role within the financial services industry is highly desirable, but not mandatory-ideal for those looking to start a career in financial services.</li></ul> <p><strong>Benefits:</strong></p> <ul> <li>Salary - £25k - £32k depending on experience</li><li>Study support up to Chartered status.</li><li>Progression heavily supported</li><li>Hybrid working model.</li><li>Pension contribution of 4% by employer.</li><li>Death in service benefit x2.</li><li>Health cash plan.</li><li>Flexible working options.</li><li>Overtime pay.</li><li>25 days holiday plus bank holidays.</li></ul> <p>To apply for this IFA Administrator vacancy, please apply below and one of our team will be in contact. </p> <p><strong>Synonyms</strong></p> <p>IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator</p>

Ifa Administrator

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Administrator (4640-31)

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