Recruiting now
| Posted: | 16/03/26 | |
| Recruiter: | NJR Recruitment | |
| Reference: | 3085443753 | |
| Type: | Permanent | |
| Salary: | £28,000 - £30,000 Annual | |
| Location: | Burnley, Lancashire | |
| Description: | IFA Administrator Location: Burnley Salary: Up to £30,000 An established financial planning practice is seeking a IFA Administrator to join its busy team in Burnley. This role is key to ensuring existing clients receive an outstanding level of service, while supporting the smooth day-to-day operation of the office. This opportunity would suit an organised and client-focused administrator with experience in financial services or a professional services environment. Role Overview As Client Servicing Administrator, you will provide comprehensive administrative and client servicing support, managing the end-to-end client review process and working closely with advisers and external providers to ensure high-quality outcomes for clients. Key Responsibilities " Manage the end-to-end client review process " Book client review meetings within required timescales " Prepare accurate and compliant review packs for client meetings " Prepare and check outgoing correspondence and reports, including confidential information " Deliver a consistently high standard of internal and external client care " Provide administrative support to advisers, including meeting packs, business submissions and client requests " Complete pre-meeting preparation and post-meeting follow-up, updating client records accurately on Salesforce CRM " Answer incoming calls, dealing professionally with clients, providers and third parties " Meet and greet clients and visitors to the office " Liaise extensively with administration centres to progress transactions within agreed deadlines " Produce templated client letters and reports Skills, Experience & Knowledge Essential " Previous experience in an office-based support or administration role " Strong written and verbal communication skills " Excellent client service skills with the ability to build rapport quickly " Good organisational and time management skills " Strong attention to detail and accuracy " Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) " Ability to multitask and remain calm under pressure " Comfortable working independently and as part of a team Desirable " Experience working within financial services or a regulated environment " Knowledge of relevant financial services regulation " Experience using Salesforce or similar client management systems Personal Attributes " Quality-focused with a strong sense of ownership " Positive and professional approach at all times " Adaptable and open to change " Proactive in learning and self-development " Team-oriented with a collaborative mindset " Strong planning and organisational abilities Why Apply? " Join a supportive and professional financial planning practice " Develop long-term career opportunities within client services " Work in a collaborative, client-focused environment " Gain exposure to regulated financial services processes Apply today via NJR Recruitment, or call quoting the reference NJR16461 | |