client services administrator

Ortus PSR

IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time Location: Cheltenham - Remote, 25 hours a week Salary: £28,000 - £33,000 pro rata 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. 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. Responsibilities <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>Requirements <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

TEMPLEGATE RECRUITMENT

Job Title: IFA Administrator Why Join Us: <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> Salary & Benefits: <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> Location: Sevenoaks (office-based, with potential for 1 day per week remote) About Us: 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 IFA Administrator to join our friendly team. The Role: We are looking for a proactive and detail-oriented IFA Administrator 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. Key Responsibilities: <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> Skills & Experience: <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> How to Apply: If this role as an IFA Administrator 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. 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.

IFA Administrator

Montpellier Resourcing

Up to £35,000 plus excellent bonus and benefitsHybrid working availableDue to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management.Duties of the Investment Administrator to include:<ul><li>Client Onboarding and Account Management: Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently.</li><li>Portfolio Transfers and Reporting: Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information.</li><li>Internal Transactions and Data Management: Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy.</li><li>Process Improvement and Team Collaboration: Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement.</li><li>Client Communication and Reception Support: Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings).</li></ul>Requirements for the successful Investment Administrator:<ul><li>Prior assistant or administrative experience working within financial services, investment, or wealth management role.</li><li>Knowledge of relevant regulatory frameworks.</li><li>High attention to details, levels of accuracy and organisational skills</li></ul>This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Investment Administrator

360-Recruitment

We are currently recruiting for an Technical Administrator position with a well-established company in Hinckley.The day-to-day responsibilities for this role include providing comprehensive administrative support to the wider team, acting as the initial point of contact for client queries and new prospect interactions via phone and email, and preparing documentation and reports for client meetings.We are looking for an organised, proactive, and professional individual with excellent administrative and organisational skills, high attention to detail and accuracy, and strong written and verbal communication skills. Proficiency in Microsoft Office (Word, Excel, Outlook) and a positive attitude with a commitment to delivering excellent client service are also essential. Experience in a similar role is desirable or finacial services is also desirable.If you are looking to work in financial services or are currently in a similar role, we would be very keen to speak with you.For more information, please apply or contact me directly, recruitment.

Technical Administrator

NJR Recruitment

Client Review Administrator - IFA Firm £24,000 - £28,000 Leicester Area Hybrid working Benefits 25 days holiday, plus bank holidays. Generous non-contributory pension scheme, commencing after three months' continuous service. Free death in service, subject to qualifying criteria, commencing after three months' continuous service. Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking. Dress down Fridays. 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. 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. Duties of the Client Review Team Administrator: " Make client appointments " Produce valuations " Prepare cash flow modelling (information gathering and understanding) " Prepare portfolio comparison analytics " Action fund switches " Carry out attitude to risk questionnaires " Prepare new and existing client appointment packs " Adviser diary management " Regular engagement with clients and providers via telephone, email and letter " Produce no action and fund switch suitability letters " Maintain clear and compliant records " General admin duties, scanning, photocopying, etc " Carry out other related duties when required " Attend departmental meetings and training Experience and Skills Required: " Has worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment. " An understanding of regulations/compliance would be advantageous. " 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). " Excellent customer facing interactions, good administration skills/phone manner and IT skills " Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. " Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15889

Client Review Administrator

Reed

Wealth Administrator - Edinburgh Join a team where precision meets purpose. Are you an organised, detail-driven professional with a passion for supporting financial services? We're looking for a Wealth Administrator to join our client's dynamic team in Edinburgh, where your skills will help ensure the smooth running of operations and exceptional client service. What You'll Be Doing: <ul> <li>Supporting senior colleagues with day-to-day administration tasks</li><li>Communicating professionally with Financial Advisers and clients</li><li>Preparing and processing new client documentation and updates</li><li>Monitoring transfers of assets and cash</li><li>Handling ISA subscriptions, transfers, and client payments</li><li>Collaborating with Business Support to manage client accounts</li><li>Maintaining accurate records and electronic filing</li><li>Ensuring compliance with Conduct Risk standards</li></ul> What You'll Bring: <ul> <li>Previous administration experience (essential) - full training provided</li><li>Intermediate MS Word, Excel, and Outlook skills</li><li>Strong attention to detail and accuracy in written and numerical tasks</li><li>Clear, professional communication skills</li><li>A proactive mindset with the ability to meet deadlines and prioritise workload</li><li>A collaborative, flexible approach and willingness to support the wider team</li><li>Adaptability and a commitment to our core values</li></ul> On Offer: <ul> <li>Highly comprehensive salary DOE</li><li>Hybrid working</li><li>Pension contribution up to 12%</li><li>Group Life Insurance and Group Income Protection</li><li>Flexible benefits including PMI and Critical Illness</li><li>Share incentive scheme</li><li>Continual development and support</li></ul> Ready to make a difference? If you're looking to grow your career in a supportive, professional environment, we'd love to hear from you. Submit your CV to avoid disappointment! Apply now and become a key part of our client's success story.

Wealth Administrator

Ellis James Partners Limited

Junior Administrator - Ruddington, NottinghamSalary: £23,809 Start your career in financial services with a friendly, well-established advice firm in Ruddington. If you're organised, proactive, and keen to learn, this is a brilliant opportunity to build the foundations of a long-term career in wealth management. No prior experience is required - just a positive attitude, strong attention to detail, and a willingness to get stuck in. Full training will be provided. Why you'll love it here You'll be part of a supportive team that values collaboration and care as much as results. You'll gain hands-on experience in every part of the advice process, from client servicing to preparing documents for meetings - learning directly from experienced advisers and administrators. This is an office-based role in Ruddington, so you'll always have support nearby and be part of the day-to-day rhythm of the team. What you'll be doing<ul> <li>Processing incoming and outgoing post (scanning, printing, franking, and tracking)</li><li>Quality checking letters and mail merges before posting</li><li>Answering calls and handling routine client queries</li><li>Greeting clients when they visit the office and preparing meeting rooms</li><li>Creating new client records and updating information on the CRM system</li><li>Preparing meeting packs for advisers, including valuations and relevant documents</li><li>Sending Letters of Authority (LOAs) to providers and tracking their progress</li><li>Drafting ad hoc letters and managing client documentation</li><li>Scanning and securely logging historic files</li><li>Keeping office supplies organised and assisting with general admin tasks</li><li>Supporting the Adviser, Administrator, and Management Teams where needed</li></ul> What we're looking for<ul> <li>Strong attention to detail and good organisation skills</li><li>Confident, professional, and friendly communication style</li><li>A genuine interest in building a career in financial services</li><li>Proactive attitude - happy to help and quick to learn</li><li>Team player who enjoys supporting others</li></ul> What you'll get<ul> <li>Full training and support from experienced colleagues</li><li>25+ days holiday plus bank holidays</li><li>Modern office environment in Ruddington</li><li>Clear progression opportunities as you develop</li><li>Friendly, supportive culture with a focus on quality and service</li></ul> Sound like you? If you're looking for a hands-on role where you can learn, grow, and be part of a team that genuinely cares - this could be the perfect place to start your career.

Trainee IFA Administrator

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