IFA Admin

Client Relations Administrator Location: Heaton Mersey

Department: Client Relationship Team
Reporting to: Client Relationship Team Manager

Overview We are seeking a highly organised and detail-oriented Client Relations Administrator to join our Client Relationship Team in Heaton Mersey. This role is integral to ensuring the smooth processing of client business and delivering excellent service to both clients and consultants.
The ideal candidate will have prior experience within an IFA practice or financial services provider and a solid understanding of pensions and investment products.

Key Responsibilities

• Accurately process a range of financial transactions including:
  • Transfers, top-ups, withdrawals, income payments, contributions
  • Fund switches, Bed & ISA transactions, and protection business
• Manage cases through to completion, ensuring timely and accurate delivery
• Develop a strong understanding of third-party provider platforms and processing times
• Manage your workload effectively using the internal client management system and personal diary
• Investigate and resolve client and consultant queries efficiently
• Handle incoming and outgoing post related to new business cases
• Communicate with clients and providers via telephone and email in a professional manner
• Maintain accurate and up-to-date client records on the back-office system
• Ensure compliance with internal procedures and third-party provider requirements
• Provide reception cover when required, including handling calls, greeting clients, and liaising with suppliers

Skills & Experience

• Minimum 1 year’s experience within an IFA practice or financial services provider
• Understanding of pensions and investment products
• Strong interpersonal and communication skills
• Excellent attention to detail and accuracy
• Highly organised with the ability to multitask and prioritise effectively
• Self-motivated with a proactive approach to work
• Professional and confident telephone manner
• Experience with Intelligent Office (IO) is desirable

Salary & Benefits

• Competitive salary (dependent on experience)
• Hybrid working following probation (50% office / 50% home-based)
• Flexible working hours between 8:00am – 6:00pm (core hours: 10:00am – 4:00pm)
• 34.5 hours per week

Benefits include:

• 5% employer / 5% employee pension contribution
• 4x salary life assurance
• Group income protection (50% of reference salary)
• Health Cash Plan (Level 1)
• 25 days annual leave + 8 bank holidays
  • Increasing with service (up to 28+ days)

Next Steps If you are a motivated administrator with financial services experience looking to join a supportive and professional team, we would love to hear from you.
Apply now or get in touch for more information.

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