IFA Administrator / Client Account Manager

Financial Services Administration

Reference ID



Financial Services Administration


to c£27,000 + bens

Contact Person

Angela Liscombe

Job description

IFA Administrator / Client Account Manager (ref AL929)


Competitive Salary + benefits including parking


My client is an IFA with a reputation for quality and professionalism.  They are now looking to appoint an experienced Client Account Manager to provide a first class administrative service to their Independent Financial Advisers.


The Role

  • Preparatory work for Client meetings
  • Attending clients meetings where needed and taking of meeting notes.
  • Coordinating of action points from meetings and completing work required.
  • Dealing with client telephone calls.
  • Managing client expectations and building client relations.
  • Research, preparation and collation of information in relation to advice being given to clients.
  • Drafting of suitability letters/reports where required.
  • Liaising with insurance companies on client queries. 
  • Requesting illustrations required in respect of new and existing business
  • Processing of new business to completion and in line with our Administration and compliance procedures.
  • Ensure any administration work completed is compliant and completed within the admin and compliance procedures.
  • Preparation and completion of drawdown reviews for SIPP clients.
  • Managing of Tasks and annual review dates.
  • Updating client records and ensuring that the electronic folders and paper files are in good order and in line with our procedures.
  • Responsibility for ensuring that the information in the Fees & Commission Spreadsheets are correct.


The Person

·        Ability to manage time and workload

·        Knowledge of Wealth Management and industry products and services

·        Problem solving and analytical skills

·        Knowledge of back office systems (ideally Advisor Office/Outlook/Excel etc)

·         Outstanding customer service and relationship building skills

·        Attention to detail and accuracy

·        Ability to use initiative and be self-motivated

·        Ability to work effectively as part of a team including providing support and guidance to other team members

·        Ability to communicate effectively at all levels

·         Ideally Fully or working towards  DipPFS with a minimum of 5 years industry experience, however applications are welcomed from individuals with less in the way of qualifications who can demonstrate relevant hands on experience.


If this role is of interest, please apply in confidence with an up to date CV to Angela Liscombe at North Oak Recruitment.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.


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