Ifa Administrator

Client Administrator

Location: TauntonSalary: Up to £32,000 + Benefits

An exciting opportunity has arisen for an experienced Client Administrator to join a growing and professional financial planning firm in Taunton. This role offers the chance to work closely with Financial Planners, providing first-class administrative support and helping to deliver an exceptional client experience.

This position would suit an organised and detail-oriented individual with experience within financial planning, wealth management, or financial services who is looking to develop their career within a supportive and professional environment.

Key Responsibilities

• Act as a key point of contact for clients, handling enquiries and delivering excellent customer service.
• Support the onboarding of new clients, including the collection and processing of Anti-Money Laundering (AML) documentation.
• Prepare client review packs, valuation reports, and portfolio information for adviser meetings.
• Maintain accurate client records and update internal back-office systems.
• Liaise with providers regarding pensions, investments, ISAs, bonds, transfers, and policy servicing.
• Assist advisers with diary management, appointment scheduling, and workflow administration.
• Ensure all tasks are completed in line with internal procedures, compliance requirements, and service standards.
• Support the wider team with administrative and operational activities as required.

About You

• Previous experience in a Client Administrator, Financial Planning Administrator, Client Support, or Paraplanning support role within an IFA, wealth management, or financial services environment.
• Knowledge of financial products including pensions, SIPPs, ISAs, investments, and bonds.
• Strong organisational skills with excellent attention to detail.
• Professional communication skills, both written and verbal.
• Ability to manage multiple priorities and work effectively within a busy environment.

Must have experience of keying new business for at least 3 of the following providers via their platforms;

• Quilter
• Aegon ARC
• Transact
• Royal London
• Parmenion
• Aviva

What's on Offer

• Salary up to £32,000 depending on experience.
• Competitive benefits package.
• Pension scheme.
• Ongoing training and professional development support.
• Study support towards industry qualifications.
• Friendly and collaborative working environment.
• Long-term career progression opportunities within a growing business.

If you are an experienced Financial Services Administrator looking for your next opportunity in Taunton, we'd love to hear from you.