Client Services Administrator

Are you an experienced IFA Administrator who thrives in a client-focused, boutique environment? Do you take pride in supporting advisers to deliver an exceptional client journey—and want to be part of a collaborative, close-knit team?

We’re delighted to be working exclusively with a highly regarded, values-led financial planning firm, seeking a Client Service Administrator to join their growing team. Based in a beautiful countryside setting, this is a full-time role with the possibility of 1 day per week working from home for the right candidate.

As Client Service Administrator, you’ll play a central role in the firm's day-to-day operations. You’ll be responsible for:

• Contacting providers and handling all related correspondence

• Processing new business from start to finish

• Preparing meeting packs and client documentation

• Supporting the advisory and paraplanning teams with high-quality client servicing

You’ll work closely with a team of friendly professionals who care deeply about the work they do and the clients they serve.

• Experience in IFA or financial planning administration

• Experience in an SME or boutique firm—you’re not after the corporate grind

• A professional and personable individual, ideally with life experience (ex-military or ex-NHS backgrounds welcomed)

• Comfortable commuting by car or public transport to a rural location

• 25 days holiday + bank holidays + your birthday off

• An extra day’s holiday for each year of service

• Private medical insurance (after probation)

• Pension matched up to 5% (NEST)

• A warm, down-to-earth team who genuinely value one another