IFA Administrator

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: Client Relationship Manager / IFA Administrator

Location: Deeside, Flintshire (Hybrid working available following successful completion of probation)

Salary: £27,000 - £33,000 per annum, depending on experience and qualifications

Benefits:

• Quarterly bonus scheme (available after probation)
• Hybrid working - up to 3 days from home
• 25 days annual leave plus bank holidays
• Option to purchase up to 5 additional holiday days
• Additional holiday entitlement for long service
• 5% employer pension contribution
• Life cover (4x salary)
• Critical illness cover (4x salary)
• Income protection
• Full support towards professional qualifications and exams

About the Company:

Our client is a well-established and highly respected Independent Financial Advice practice with a strong reputation for delivering exceptional client service. Due to continued growth and an internal vacancy, they are seeking an experienced IFA Administrator / Client Relationship Manager to join their friendly and professional team.

This is an excellent opportunity for an individual with financial services administration experience who is looking to further develop their career within a supportive environment that actively encourages professional development and qualifications.

Key Responsibilities:

• Providing comprehensive administrative support to a dedicated Financial Adviser.
• Managing client relationships and acting as a key point of contact.
• Liaising with providers, platforms, and third-party organisations.
• Processing new business applications and maintaining accurate records.
• Preparing documentation for client meetings and reviews.
• Managing fund switches, withdrawals, transfers, and other policy servicing requests.
• Chasing outstanding information from clients and providers.
• Updating and maintaining Intelligent Office (IO) and internal systems.
• Ensuring all administration is completed accurately and in line with company procedures and regulatory requirements.
• Supporting advisers throughout the end-to-end client journey.
• Delivering exceptional client service at all times.

What We're Looking For:

• Previous experience within an IFA Administration, Financial Planning Administration, or Wealth Management support role.
• Experience working closely with Financial Advisers and product providers.
• Strong organisational skills with excellent attention to detail.
• Ability to manage multiple tasks and prioritise workloads effectively.
• Excellent communication and client service skills.
• A proactive and professional approach to work.
• Good working knowledge of Microsoft Office applications.
• Experience using Intelligent Office (IO) or similar CRM systems.

Desirable Skills:

• Progress towards the Level 4 Diploma in Regulated Financial Planning.
• Knowledge of pensions, investments, protection, and wealth management products.
• Experience supporting high-net-worth clients.
• Understanding of financial services regulatory requirements.

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.