Job description
Are you an experienced IFA Administrator or Client Relationship Manager (CRM) looking for a role where you can combine strong client-facing skills with financial services expertise?
What's on Offer
1. Competitive salary of upto £35k and benefits.
2. Hybrid working flexibility and a supportive, collaborative team environment.
3. Opportunity to work closely with advisers and specialist teams, managing a diverse client portfolio.
4. Exposure to a wide range of financial products and services, with clear opportunities for career development.
5. The chance to make a real impact by delivering exceptional client experiences in a structured and well-supported environment.
The Role
Reporting to the Team Leader, you will act as the first point of contact for clients and advisers, ensuring day-to-day communication runs smoothly and client needs are met efficiently. You will build strong relationships, provide essential context to specialist teams, and help deliver integrated wealth management solutions.
Key Responsibilities
6. Serve as the primary day-to-day contact for an assigned client portfolio, acting as their advocate and ensuring their needs are met.
7. Build and maintain strong relationships with clients, advisers, and internal stakeholders.
8. Connect clients with relevant expertise and provide specialist teams with essential client insights.
9. Proactively manage client affairs, monitor progress on requests, and ensure timely resolution.
10. Prepare for and participate in client meetings, producing high-quality documentation and communications.
11. Process standard administrative tasks, maintain client files, and ensure all records are up to date.
12. Follow all AML, compliance, and regulatory procedures, including FCA and HMRC requirements.
13. Plan, organise, and prioritise workload to meet agreed service standards.
Experience & Skills Required
14. Proven experience in IFA administration or client relationship management within financial services.
15. Some knowledge of SIPP & SSAS pensions, ISAs, VCTs, and GIAs.
16. Strong awareness of compliance, regulatory requirements, and client protection protocols.
17. Excellent communication, organisation, and time management skills.
18. Ability to build relationships with clients and internal teams while maintaining professional discretion.
19. Proactive, detail-oriented, and committed to delivering a high-quality client experience.
If you are an experienced financial services professional passionate about client service and administration, this role offers the chance to develop your career while supporting advisers and clients in a structured and well-supported environment.