Position details
IFA ADMINISTRATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Solihull
£28000 - £31000 21/10/2026
NJR17081
£28000 - £31000 21/10/2026
NJR17081
DESCRIPTION
IFA Administrator
Location: Solihull
Salary up to £31,000
Working Pattern: Hybrid, 2 days working from home, 16.00 finish every Friday
NJR Recruitment are working with an established financial planning business seeking an IFA Administrator to join its growing team based in the Henley-in-Arden area.
This is an excellent opportunity for someone with experience working in an IFA or financial planning practice who enjoys building relationships, coordinating client reviews and ensuring every client receives a professional, proactive and personalised service.
You will take ownership of a dedicated portfolio of advisers and their clients, acting as the main point of contact throughout the ongoing client relationship. Working closely with Financial Advisers, Paraplanners and the wider Client Operations team, you will play a key role in ensuring reviews are completed on time, client queries are resolved efficiently and service standards remain consistently high.
The Role
As Client Experience Coordinator, you will manage the ongoing client journey for an allocated portfolio, taking responsibility for review scheduling, client communications, documentation and the coordination of servicing requests.
This is a relationship-focused position where ownership, organisation and attention to detail are essential. You will be expected to follow tasks through to completion, keep clients informed at every stage and work collaboratively with colleagues to deliver positive client outcomes.
You will also have the opportunity to contribute to process improvements and develop your career within a supportive financial planning environment.
Key Responsibilities
Client Relationship Management
\" Act as the named point of contact for an allocated portfolio of clients and Financial Advisers.
\" Build strong working relationships with clients, advisers and internal colleagues.
\" Handle incoming calls, emails and enquiries, taking ownership through to resolution.
\" Keep clients informed about outstanding requests, servicing activity and next steps.
\" Deliver proactive client communications, including regular touchpoints, birthday messages and life-event communications.
\" Support client retention by providing a consistent, professional and personalised service.
Client Reviews & Administration
\" Manage the client review cycle from initial scheduling through to completion.
\" Identify upcoming reviews and arrange appointments well in advance of review dates.
\" Prepare and issue review packs, valuations and supporting documentation.
\" Request outstanding provider information through the appropriate internal teams.
\" Follow up with clients who have not engaged with review requests, escalating cases to advisers when required.
\" Ensure client files are complete and accurate before handing work over to Client Operations or Paraplanning.
\" Issue completed reports and forms, obtain client signatures and coordinate the next steps.
\" Maintain accurate review trackers, CRM records and internal dashboards.
Client Servicing & Coordination
\" Receive and coordinate client instructions relating to withdrawals, income changes, contributions and personal details.
\" Prepare and issue Letters of Authority and follow up on outstanding information.
\" Track servicing requests and liaise with internal teams to ensure progress is communicated to clients.
\" Ensure client records and relevant systems are updated promptly.
\" Coordinate client meetings, appointments and meeting room arrangements.
\" Support client events, team activities and colleague cover when required.
Compliance & Teamwork
\" Ensure all work is completed in line with internal procedures, FCA requirements and Consumer Duty obligations.
\" Maintain accurate records of client communications, instructions and actions.
\" Recognise and record client vulnerability appropriately, adapting service where necessary.
\" Escalate complaints, data incidents, compliance concerns and other issues promptly.
\" Work closely with Financial Advisers, Paraplanners, Client Operations and Compliance to ensure effective handovers.
\" Contribute ideas for improving processes and enhancing the overall client experience.
About You
We are looking for a proactive, organised and client-focused individual who enjoys taking responsibility and ensuring nothing is overlooked.
You will ideally have:
\" Previous experience within financial services, preferably in an IFA or financial planning practice.
\" Strong client service skills and a genuine commitment to delivering an excellent client experience.
\" An understanding of client reviews and ongoing financial planning administration.
\" Excellent organisational and time-management skills.
\" The ability to manage a high volume of clients, tasks and competing priorities.
\" Strong written and verbal communication skills, with confidence speaking to clients over the telephone.
\" Excellent attention to detail and accurate record-keeping skills.
\" A proactive approach to following up outstanding information and resolving queries.
\" The confidence to take ownership of tasks and escalate issues appropriately.
\" A collaborative attitude and the ability to work effectively across different teams.
\" A professional, discreet and reliable approach.
Experience using Intelligent Office, Smartsheet and Microsoft 365 would be advantageous. Financial planning qualifications would also be beneficial, although a willingness to study towards relevant qualifications with support is welcomed.
Salary, Hours & Benefits
\" Salary of £31,000.
\" Hybrid working, with two days working from home.
\" 35-hour working week.
\" Full-time, permanent position.
\" Support for relevant professional qualifications and ongoing development.
\" Clear opportunities for progression within financial planning and client services.
Career Development
The business offers opportunities to progress within its client services function, including potential development into Senior Coordinator and Team Leader positions.
For those looking to broaden their experience, further pathways may include Paraplanning, Compliance or Financial Advice, with support available for relevant professional qualifications.
Apply today via NJR Recruitment or call quoting the reference NJR17081
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Location: Solihull
Salary up to £31,000
Working Pattern: Hybrid, 2 days working from home, 16.00 finish every Friday
NJR Recruitment are working with an established financial planning business seeking an IFA Administrator to join its growing team based in the Henley-in-Arden area.
This is an excellent opportunity for someone with experience working in an IFA or financial planning practice who enjoys building relationships, coordinating client reviews and ensuring every client receives a professional, proactive and personalised service.
You will take ownership of a dedicated portfolio of advisers and their clients, acting as the main point of contact throughout the ongoing client relationship. Working closely with Financial Advisers, Paraplanners and the wider Client Operations team, you will play a key role in ensuring reviews are completed on time, client queries are resolved efficiently and service standards remain consistently high.
The Role
As Client Experience Coordinator, you will manage the ongoing client journey for an allocated portfolio, taking responsibility for review scheduling, client communications, documentation and the coordination of servicing requests.
This is a relationship-focused position where ownership, organisation and attention to detail are essential. You will be expected to follow tasks through to completion, keep clients informed at every stage and work collaboratively with colleagues to deliver positive client outcomes.
You will also have the opportunity to contribute to process improvements and develop your career within a supportive financial planning environment.
Key Responsibilities
Client Relationship Management
\" Act as the named point of contact for an allocated portfolio of clients and Financial Advisers.
\" Build strong working relationships with clients, advisers and internal colleagues.
\" Handle incoming calls, emails and enquiries, taking ownership through to resolution.
\" Keep clients informed about outstanding requests, servicing activity and next steps.
\" Deliver proactive client communications, including regular touchpoints, birthday messages and life-event communications.
\" Support client retention by providing a consistent, professional and personalised service.
Client Reviews & Administration
\" Manage the client review cycle from initial scheduling through to completion.
\" Identify upcoming reviews and arrange appointments well in advance of review dates.
\" Prepare and issue review packs, valuations and supporting documentation.
\" Request outstanding provider information through the appropriate internal teams.
\" Follow up with clients who have not engaged with review requests, escalating cases to advisers when required.
\" Ensure client files are complete and accurate before handing work over to Client Operations or Paraplanning.
\" Issue completed reports and forms, obtain client signatures and coordinate the next steps.
\" Maintain accurate review trackers, CRM records and internal dashboards.
Client Servicing & Coordination
\" Receive and coordinate client instructions relating to withdrawals, income changes, contributions and personal details.
\" Prepare and issue Letters of Authority and follow up on outstanding information.
\" Track servicing requests and liaise with internal teams to ensure progress is communicated to clients.
\" Ensure client records and relevant systems are updated promptly.
\" Coordinate client meetings, appointments and meeting room arrangements.
\" Support client events, team activities and colleague cover when required.
Compliance & Teamwork
\" Ensure all work is completed in line with internal procedures, FCA requirements and Consumer Duty obligations.
\" Maintain accurate records of client communications, instructions and actions.
\" Recognise and record client vulnerability appropriately, adapting service where necessary.
\" Escalate complaints, data incidents, compliance concerns and other issues promptly.
\" Work closely with Financial Advisers, Paraplanners, Client Operations and Compliance to ensure effective handovers.
\" Contribute ideas for improving processes and enhancing the overall client experience.
About You
We are looking for a proactive, organised and client-focused individual who enjoys taking responsibility and ensuring nothing is overlooked.
You will ideally have:
\" Previous experience within financial services, preferably in an IFA or financial planning practice.
\" Strong client service skills and a genuine commitment to delivering an excellent client experience.
\" An understanding of client reviews and ongoing financial planning administration.
\" Excellent organisational and time-management skills.
\" The ability to manage a high volume of clients, tasks and competing priorities.
\" Strong written and verbal communication skills, with confidence speaking to clients over the telephone.
\" Excellent attention to detail and accurate record-keeping skills.
\" A proactive approach to following up outstanding information and resolving queries.
\" The confidence to take ownership of tasks and escalate issues appropriately.
\" A collaborative attitude and the ability to work effectively across different teams.
\" A professional, discreet and reliable approach.
Experience using Intelligent Office, Smartsheet and Microsoft 365 would be advantageous. Financial planning qualifications would also be beneficial, although a willingness to study towards relevant qualifications with support is welcomed.
Salary, Hours & Benefits
\" Salary of £31,000.
\" Hybrid working, with two days working from home.
\" 35-hour working week.
\" Full-time, permanent position.
\" Support for relevant professional qualifications and ongoing development.
\" Clear opportunities for progression within financial planning and client services.
Career Development
The business offers opportunities to progress within its client services function, including potential development into Senior Coordinator and Team Leader positions.
For those looking to broaden their experience, further pathways may include Paraplanning, Compliance or Financial Advice, with support available for relevant professional qualifications.
Apply today via NJR Recruitment or call quoting the reference NJR17081
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer \'no\' to key screening questions, we may not be able to contact you.
Apply Now
