Position details
IFA CLIENT SERVICE ADMINISTRATOR
Location
Posted on
Reference
Posted on
Reference
Manchester
04/11/2026
NJR17113
04/11/2026
NJR17113
DESCRIPTION
IFA Client Services Executive
Location: Manchester City Centre (Office-Based)
Salary: £28,500 - £30,000
Contract: Full-Time, Permanent
Are you an experienced financial services administrator looking to take the next step in your career? This is an excellent opportunity to join a forward-thinking financial services firm, providing high-quality client servicing and adviser support within a collaborative and supportive team.
Initially office-based in Manchester City Centre, there may be potential for hybrid working in the future.
________________________________________
The Role
As a Client Services Executive, you will play a key role in delivering an exceptional client experience while supporting Financial Advisers with client reviews, new business processing, and technical administration.
This is a varied position offering broader responsibility across client servicing, with opportunities to develop your technical knowledge and contribute to the efficiency and success of the wider team.
Key Responsibilities
\" Prepare and issue annual review packs, including valuations, performance data, drawdown summaries, income sustainability and charges disclosures
\" Produce ad hoc valuation reports and manage client review documentation
\" Issue Investment Risk Questionnaires and Fact Finds, updating internal systems and communicating changes to Advisers
\" Complete quarterly managed portfolio rebalances and follow-up checks
\" Carry out Anti-Money Laundering (AML) checks using Smartsearch
\" Process client servicing requests, including changes of address, death claims, surrenders and withdrawals
\" Maintain accurate client records, notes and task diaries
\" Calculate client fees and issue Client Agreements via post or DocuSign
\" Liaise with employers regarding staff data and support Group Risk policy servicing and renewals
\" Prepare annual review packs for Group Pension Plan members
\" Process new business applications across multiple platforms
\" Obtain provider information, letters of authority, quotations and illustrations
\" Handle fund switches, regular contributions and investment withdrawals
\" Draft execution-only letters and support other Client Services team members
\" Answer incoming calls, manage client queries and provide general office support
\" Work collaboratively across teams to maintain high service standards and meet deadlines
About You
\" Previous experience in financial services administration or support, ideally with at least 2 years\' experience within an IFA practice
\" Strong knowledge of pensions, investments and protection products
\" Excellent attention to detail and organisational skills
\" Confident communication and interpersonal skills
\" Familiarity with platforms such as AJ Bell, Aviva, Standard Life, Aberdeen Wrap or Transact
\" Proficient in Microsoft Word and Excel
\" Punctual, reliable and eager to learn
\" Adaptable, solutions-focused and able to prioritise workloads effectively
\" Ideally working towards the Level 4 Diploma in Regulated Financial Planning
What\'s on Offer?
\" Salary of £28,500 - £30,000, depending on experience
\" 8% employer pension contribution after 3 months
\" Death in Service cover of 3x basic salary after 3 months
\" Critical Illness cover of 1x salary after 12 months
\" Income Protection covering 75% of pre-disability salary after 12 months
\" 25 days\' annual leave, plus 3 days between Christmas and New Year and bank holidays
\" Support towards financial services qualifications
\" Exam bonuses of up to £100 per exam passed
\" Opportunity to develop your technical knowledge and progress your career
\" Supportive and collaborative working environment
\" Potential for hybrid working in the future
Why Apply?
This is a fantastic opportunity to join a growing financial services team where your contribution will be valued. You\'ll gain exposure to a broad range of client servicing and technical responsibilities while developing your career in a supportive environment.
If you\'re an organised and motivated financial services professional looking for your next opportunity, we\'d love to hear from you.
________________________________________
Apply today via NJR Recruitment or call quoting the reference NJR17113
Location: Manchester City Centre (Office-Based)
Salary: £28,500 - £30,000
Contract: Full-Time, Permanent
Are you an experienced financial services administrator looking to take the next step in your career? This is an excellent opportunity to join a forward-thinking financial services firm, providing high-quality client servicing and adviser support within a collaborative and supportive team.
Initially office-based in Manchester City Centre, there may be potential for hybrid working in the future.
________________________________________
The Role
As a Client Services Executive, you will play a key role in delivering an exceptional client experience while supporting Financial Advisers with client reviews, new business processing, and technical administration.
This is a varied position offering broader responsibility across client servicing, with opportunities to develop your technical knowledge and contribute to the efficiency and success of the wider team.
Key Responsibilities
\" Prepare and issue annual review packs, including valuations, performance data, drawdown summaries, income sustainability and charges disclosures
\" Produce ad hoc valuation reports and manage client review documentation
\" Issue Investment Risk Questionnaires and Fact Finds, updating internal systems and communicating changes to Advisers
\" Complete quarterly managed portfolio rebalances and follow-up checks
\" Carry out Anti-Money Laundering (AML) checks using Smartsearch
\" Process client servicing requests, including changes of address, death claims, surrenders and withdrawals
\" Maintain accurate client records, notes and task diaries
\" Calculate client fees and issue Client Agreements via post or DocuSign
\" Liaise with employers regarding staff data and support Group Risk policy servicing and renewals
\" Prepare annual review packs for Group Pension Plan members
\" Process new business applications across multiple platforms
\" Obtain provider information, letters of authority, quotations and illustrations
\" Handle fund switches, regular contributions and investment withdrawals
\" Draft execution-only letters and support other Client Services team members
\" Answer incoming calls, manage client queries and provide general office support
\" Work collaboratively across teams to maintain high service standards and meet deadlines
About You
\" Previous experience in financial services administration or support, ideally with at least 2 years\' experience within an IFA practice
\" Strong knowledge of pensions, investments and protection products
\" Excellent attention to detail and organisational skills
\" Confident communication and interpersonal skills
\" Familiarity with platforms such as AJ Bell, Aviva, Standard Life, Aberdeen Wrap or Transact
\" Proficient in Microsoft Word and Excel
\" Punctual, reliable and eager to learn
\" Adaptable, solutions-focused and able to prioritise workloads effectively
\" Ideally working towards the Level 4 Diploma in Regulated Financial Planning
What\'s on Offer?
\" Salary of £28,500 - £30,000, depending on experience
\" 8% employer pension contribution after 3 months
\" Death in Service cover of 3x basic salary after 3 months
\" Critical Illness cover of 1x salary after 12 months
\" Income Protection covering 75% of pre-disability salary after 12 months
\" 25 days\' annual leave, plus 3 days between Christmas and New Year and bank holidays
\" Support towards financial services qualifications
\" Exam bonuses of up to £100 per exam passed
\" Opportunity to develop your technical knowledge and progress your career
\" Supportive and collaborative working environment
\" Potential for hybrid working in the future
Why Apply?
This is a fantastic opportunity to join a growing financial services team where your contribution will be valued. You\'ll gain exposure to a broad range of client servicing and technical responsibilities while developing your career in a supportive environment.
If you\'re an organised and motivated financial services professional looking for your next opportunity, we\'d love to hear from you.
________________________________________
Apply today via NJR Recruitment or call quoting the reference NJR17113
Apply Now
