IFA Client Care Administrator

IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: • Managing adviser diaries and booking annual reviews, introductory meetings and client appointments • Coordinating meeting schedules and ensuring adviser calendars are organised efficiently • Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers • Chasing outstanding information and maintaining accurate records across internal systems • Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions • Supporting advisers with day-to-day client servicing requirements • Answering client enquiries and providing a professional first point of contact • Logging and distributing incoming and outgoing post • Maintaining accurate client records and ensuring compliance with internal procedures • Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: • Previous experience within an IFA or financial planning administration/client servicing role • Excellent organisational skills with the ability to manage multiple priorities • Strong communication skills and a professional, client-focused approach • High levels of accuracy and attention to detail • Good working knowledge of Microsoft Office, including Excel and Word • Experience using back-office systems within financial services would be advantageous • A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? • Salary up to £32,000 • Hybrid working following successful completion of probation • 25 days holiday plus bank holidays • Birthday day off • 5% employer pension contribution • Health cash plan • On-site gym • Free on-site parking • Supportive and friendly working environment • Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.