This IFA Client Administrator job offers you the opportunity to join a thriving national financial planning firm where your contribution genuinely matters. If you're an experienced administrator looking for a role with real variety and clear progression, this IFA Client Administrator position could be your next career move.
As an IFA Client Administrator, you'll be integral to delivering exceptional client experiences throughout the financial planning journey. Working alongside Financial Advisors and an established administration team, you'll ensure advice processes run smoothly, efficiently and compliantly.
Your responsibilities as an IFA Client Administrator will include:
• Supporting Advisors with diary management and meeting coordination
• Preparing comprehensive meeting packs ahead of client appointments
• Proactively contacting clients to obtain outstanding information
• Liaising with internal teams and external providers to progress cases
• Processing new business applications and maintaining accurate records
• Producing key illustrations, projections and valuations
This IFA Client Administrator role offers genuine exposure across the full advice process, rather than narrow, repetitive tasks. The business recognises the vital contribution administrators make and invests in your development accordingly.
IFA Client Administrator Requirements
• Essential: Proven experience as an Administrator within a financial planning or IFA firm
• Essential: Strong understanding of financial planning processes and adviser workflows
• Essential: Confidence dealing directly with clients via phone, email and online portals
• Essential: Experience preparing meeting packs and processing new business
• Desirable: Exposure to financial planning software platforms
The Company
Our client is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology. They offer a collaborative, supportive environment focused on long-term success and continuous improvement.
IFA Client Administrator Benefits
• Competitive salary of £28,000 to £32,000 depending on experience
• Comprehensive benefits package including pension, protection and healthcare benefits
• Hybrid working arrangements once signed off as competent
• 37.5 hour working week
• Clear career progression pathways and tailored development plans
Location
This IFA Client Administrator position is available in either Newcastle or Northallerton. Candidates must be able to commute to their chosen office location.
Ready to take the next step in your administration career? Apply now to discuss this IFA Client Support Administrator opportunity in confidence.
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Salary description
£28000.00 - £32000.00 per year