Client Support / IFA Administrator Financial Planning | Client Support | Administration An established and growing independent financial planning firm is looking to recruit a Client Support / IFA Administrator to support its advisers and deliver an outstanding service to private clients. This is a varied, client‑facing role suited to someone who enjoys working closely with advisers, providers and clients, and who takes pride in delivering a high‑quality, compliant administration service. The role You will act as a key link between advisers, clients and providers, supporting the full advice process and ensuring a smooth and professional client experience. Key responsibilities Liaising directly with clients and third parties via phone, email and post Managing advisers' diaries, arranging review meetings and issuing pre‑meeting information Obtaining accurate policy and valuation information from product providers Maintaining internal systems, ensuring accuracy and integrity of client data Keeping client files fully compliant with FCA requirements and internal processes Supporting new business processing and preparing quotations where required Executing trades as instructed by advisers General client care, including welcoming clients to the office Contributing ideas to improve administration processes and enhance the client experienceSkills and experience required Previous experience in an IFA / financial planning administration or client support role Confidence dealing with private clients (including high‑net‑worth individuals) and financial institutions Strong organisational skills and attention to detail Ability to build positive working relationships with advisers, clients and providers Strong written and verbal communication skills Comfortable working under pressure in a regulated environment Experience drafting client and provider correspondence under adviser supervisionWhat's on offer A supportive, professional working environment within independent financial planning Ongoing development and training Full support and funding for relevant financial services exams Opportunity to broaden knowledge across all aspects of financial planning Competitive salary and benefits, depending on experience