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:

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

To be successful, you will have:

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

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