IFA Client Services Administrator

Purpose of the Role:

This position is focused on processing new business, servicing existing clients, and supporting the delivery of ongoing advice. The role includes platform-based work, generating illustrations, and direct communication with clients and providers. The successful candidate will play a key role in maintaining operational efficiency and ensuring high standards of risk management and compliance.

Key Responsibilities:

The role involves providing administrative support within the IFA Client Services team and working closely with paraplanners. Responsibilities include processing new business, maintaining accurate client records using internal systems, and producing documentation such as letters, reports, and invoices.

The candidate will follow up on actions from adviser and paraplanner instructions, prepare client files and valuations ahead of review meetings, and ensure all client files remain compliant. Liaison with clients and product providers will be a regular part of the role, particularly around outstanding documents and queries.

Skills & Experience Required:

Candidates should ideally have a minimum of two years’ experience in a financial planning support role. A strong understanding of the financial planning process, along with experience using platforms/wraps and internal back-office systems, is highly desirable.

The role requires someone who is organised, detail-oriented, and confident in both written and verbal communication. The ability to work effectively within structured business processes is essential.

Location: Cheshire

Salary: Up to £30,000 (depending on experience)