IFA Administrator

Location: Nottingham

Salary: Up to £32,000

Job Type: Permanent

The Opportunity

Our client is an established financial planning business seeking an experienced Client Services professional to join their team in Nottingham.

This is a client-focused role where you will take ownership of a portfolio of clients, acting as a key point of contact and ensuring they receive a first-class service throughout their relationship with the business.

You will work closely with Financial Planners, technical teams and, where appropriate, clients’ legal and tax advisers to ensure advice and planning recommendations are implemented efficiently.

Key Responsibilities

• Manage a portfolio of clients and act as the first point of contact for service enquiries.
• Build and maintain strong, trusted client relationships through telephone, email and face-to-face contact.
• Take ownership of client queries, ensuring they are resolved promptly and professionally.
• Organise client and planner meetings and coordinate the required documentation.
• Gather and maintain accurate client information and ensure CRM records are kept fully up to date.
• Prepare and coordinate financial planning, cashflow and portfolio review documentation.
• Implement planning recommendations and post-meeting actions.
• Liaise with Financial Planners and technical teams to ensure a comprehensive client service.
• Identify and chase outstanding information required to progress client cases.
• Ensure post-meeting notes and client correspondence are completed to a high standard and within agreed timescales.
• Maintain accurate client files in line with compliance requirements.
• Keep up to date with relevant legislation and follow all regulatory and compliance procedures.