IFA Client Care Administrator

IFA Client Care Administrator

South Manchester (Hybrid)

Salary: £27,000 - £32,000

NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience.

Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently.

The Role

This varied position will see you taking ownership of key client servicing and administration activities, including:

• Managing adviser diaries and booking annual reviews, introductory meetings and client appointments
• Coordinating meeting schedules and ensuring adviser calendars are organised efficiently
• Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers
• Chasing outstanding information and maintaining accurate records across internal systems
• Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions
• Supporting advisers with day-to-day client servicing requirements
• Answering client enquiries and providing a professional first point of contact
• Logging and distributing incoming and outgoing post
• Maintaining accurate client records and ensuring compliance with internal procedures
• Supporting the wider Client Care and Client Servicing teams where required

About You

To be successful, you will have:

• Previous experience within an IFA or financial planning administration/client servicing role
• Excellent organisational skills with the ability to manage multiple priorities
• Strong communication skills and a professional, client-focused approach
• High levels of accuracy and attention to detail
• Good working knowledge of Microsoft Office, including Excel and Word
• Experience using back-office systems within financial services would be advantageous
• A proactive attitude and the ability to work effectively within a collaborative team

What's on Offer?

• Salary up to £32,000
• Hybrid working following successful completion of probation
• 25 days holiday plus bank holidays
• Birthday day off
• 5% employer pension contribution
• Health cash plan
• On-site gym
• Free on-site parking
• Supportive and friendly working environment
• Genuine opportunities for career development within a growing business

If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you.

Apply today or contact NJR Recruitment for a confidential discussion.