IFA Administrator
Girton, Cambridge | Full-time | £25,000 – £30,000 (DOE) + Benefits
We are currently partnering with a highly regarded financial planning firm to recruit a Client Experience Executive(Financial Planning Administrator) to join their growing team in Girton, Cambridge.
This is a fantastic opportunity for an organised and proactive individual—ideally with prior experience in financial services administration—who is passionate about delivering an exceptional client journey.
The Role
As a Client Experience Executive, you will play a key role in supporting Financial Planners, Directors, and Client Relationship Managers while ensuring a seamless and professional experience for clients.
Your responsibilities will include:
1. Managing and executing client instructions ( new business, withdrawals) within agreed SLAs
2. Maintaining and updating client records using systems such as Intelliflo, Smartsheet, and Figaro
3. Preparing documentation including valuations, meeting packs, fee requests, and invoices
4. Coordinating client meetings, managing diaries, and supporting advisers
5. Acting as a first point of contact for client enquiries via phone, email, and in person
6. Processing incoming and outgoing post, including special deliveries and bulk mailings
7. Liaising with third-party providers to track business through to completion
8. Supporting the wider team and contributing to overall business efficiency
You will also take pride in ensuring meeting rooms are prepared to a high standard and that clients receive a warm, professional welcome when visiting the office.
About You
9. Previous experience in an administrative role within financial services (preferred)
10. Experience working in a fast-paced, deadline-driven environment
11. Strong organisational and planning skills with excellent attention to detail
12. Confident communicator with a professional and client-focused approach
13. Ability to manage a varied workload and prioritise effectively
14. Proficient in Microsoft Office (Word, Excel, Outlook)
15. Experience with back-office systems ( Intelliflo) is advantageous
Personal qualities:
16. Self-motivated and proactive
17. Positive, “can-do” attitude
18. Comfortable working under pressure
19. Strong sense of accountability and professionalism
Qualifications & Development
20. Willingness to complete CII R01 (Financial Services, Regulation & Ethics)
21. Support provided to progress towards the Level 4 Diploma in Financial Planning
Salary & Benefits
22. £25,000 – £30,000 basic salary (depending on experience, with some flexibility for strong candidates)
23. 23 days annual leave + 8 bank holidays (pro-rated from start date)
24. Holiday entitlement increases with service:
25. +1 day after 2 full holiday years
26. +1 additional day after 5 full holiday years
27. Full training and ongoing professional development
Working Arrangement
28. Office-based in Girton, Cambridge
29. First 6 months: 100% office-based to support training and development
30. Thereafter: flexible working in line with statutory requirements
Apply Now
If you are an experienced financial services administrator—or looking to build a long-term career within financial planning—and want to join a supportive, client-focused firm, we would love to hear from you.