Client Services Administrator

IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time

Location: Cheltenham - Remote, 25 hours a week

Salary: £28,000 - £33,000 pro rata

Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish.

Whether you're an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported.

Responsibilities

• As an IFA Administrator, you'll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service.
• Prepare and process new business applications across pensions, investments, protection, and platforms
• Maintain accurate client records on CRM systems
• Liaise with product providers for valuations, policy information, and ongoing servicing
• Generate client reports, illustrations, and letters using provider tools and templates
• Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements
• Handle day-to-day client communications in a professional and proactive manner

Requirements

• We're looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment.
• Previous experience in an IFA, Wealth Management or Financial Planning firm
• Solid understanding of financial products including pensions, ISAs, bonds, and protection
• Familiarity with industry platforms and provider portals
• Confident using back-office systems
• Excellent communication and interpersonal skills
• Strong administrative, organisational and time management abilities.