IFA Administrator

Client Relationship Manager

A well-established and highly regarded Independent Financial Planning practice is seeking an experienced Client Relationship Manager to join its growing team in Cirencester.

This is an excellent opportunity for a confident and proactive administrator with a strong background in the IFA / wealth management industry who thrives in a client-focused environment and takes pride in delivering exceptional service.

The successful candidate will play a pivotal role in supporting Financial Advisers, maintaining strong client relationships, and ensuring new and existing business is processed efficiently, accurately, and compliantly.

Saaalry up to £33,000 & hybrid working 3 days in the office and 2 from home.

Role Objective

To provide high-quality administrative and client servicing support to Financial Advisers, ensuring a smooth and professional client journey at every stage.

Key Responsibilities

Client Servicing

• Act as a friendly and professional first point of contact for clients and enquiries (phone, email, and in person).
• Organise meetings for existing and prospective clients.
• Proactively manage Financial Advisers' diaries and workload where required.
• Liaise with clients regarding administrative queries.
• Manage client expectations to ensure high levels of satisfaction.
• Diarise and action follow-ups resulting from client meetings.

New Business Processing

• Prepare comprehensive meeting packs, including new business documentation.
• Complete, submit, and follow up on applications in a timely and compliant manner.
• Check documentation for accuracy and completeness.
• Request required documentation from clients and issue policy documents.
• Obtain quotes and policy information for advisers.
• Ensure fund switches, rebalances, and trades are processed accurately within agreed timescales.

Client Reviews

• Organise client review meetings in line with the firm's Review Process.
• Prepare client valuation reports and review documentation.
• Maintain client files in accordance with compliance requirements.
• Ensure follow-up correspondence is issued promptly.
• Implement agreed actions efficiently and accurately.

Additional Responsibilities

• Provide general administrative support including scanning, photocopying, letter writing, and related duties.
• Maintain accurate client records using Intelligent Office (back-office system).
• Upload file notes following client or company contact.
• Process surrender requests, death claims, and related servicing tasks.
• Provide holiday and sickness cover for colleagues.
• Escalate significant risk issues to the Operations Manager where appropriate.
• Contribute positively to team development and continuous improvement.
• Proactively enhance industry knowledge through internal and external learning.

Candidate Profile

• Have proven experience within an IFA / wealth management environment.
• Demonstrate strong knowledge of new business processing and client servicing.
• Be highly organised with exceptional attention to detail.
• Possess strong communication skills and a professional telephone manner.
• Be confident managing adviser diaries and prioritising workload.
• Have experience using back-office systems (Intelligent Office preferred).
• Show initiative, reliability, and a proactive mindset.